Stoever Glass Wealth Management | NY and FL Wealth Advisor

Homestoever2020-04-08T18:33:37+00:00

#WhatMatters

Are you striving for a work-optional lifestyle so that you can spend more time with family? Want the peace of mind that comes with securing your family’s financial future? Interested in planning for a comfortable retirement that will give you the freedom to pursue your dreams. Regardless of your goals, the team at Stoever Glass Wealth Management is prepared to help you achieve them.

For more than 50 years, Stoever Glass has provided our individual clients and advisors with the tools required to meet their goals. Our investment process is determined by you, the client, and your risk tolerance for various market conditions.

We are committed to being a trusted partner offering a wealth of experience, a passion for service, a strategy for growth and a focus on the future. Whether your end goal is time, experiences, peace of mind or personal satisfaction – we’re here to make more of what matters. Because what matters to you matters most.

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Since 1964, Stoever Glass has stood for exceptional customer service. It was our desire to devise and implement strategies that serve our clients beyond their tax-free municipal bond needs that inspired us to launch Stoever Glass Wealth Management. Possessing decades of management experience, each member of our Wealth Management Leadership Team provides our high net worth clientele with enhanced solutions for their complex financial needs including wealth management, estate planning, investment management, and retirement planning. These complementary financial services provide us with a unique opportunity to strengthen our client relationships while providing them with one trusted, comprehensive resource for their financial needs.

Form ADV Part 2A (also known as the “brochure”) describes the investment advisory services Stoever Glass Wealth Management, Inc. provides to our clients, as well as any conflicts of interest or other business practices that are inherent to your relationship with our firm. You may find the brochure online, along with additional information about our firm by visiting www.adviserinfo.sec.gov or by contacting our firm at 212-952-1910 or via email at roslyn@stoeverwealth.com.

Some investment advisor representatives of SGWM may be dually registered with Stoever Glass & Co Inc. and or other broker dealers. Background and qualification information is available at FINRA’s website.

Stoever Glass Wealth Management and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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