For more than 50 years, Stoever Glass & Company has had a well-deserved reputation for providing our municipal bond clients with innovative strategies to help them solve their tax-free municipal needs. In anticipation of the many multi-generational issues our clients face, we created Stoever Glass Wealth Management, a registered investment advisor. With this addition, SGWM adds significant advisory products and services, further enhancing our ability to address the complex financial needs of our high net worth clientele. SGWM, in conjunction with the Stoever Glass Insurance Agency, creates an independent advisory and financial planning solution that greatly complements our existing capabilities.
| Website | https://stoeverwealth.com/ |
| Employees | 1 (1 on RocketReach) |
| Address | 225 NE Mizner Blvd Suite 225, Boca Raton, Florida 33432, US |
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| Industry | Financial Services |
| Keywords | Municipal Bonds, Wealth Management, Fixed Income, Financial Planning, Investment Advisory, Tax Optimization, Investment Management, Investment Strategies, Portfolio Management, Financial Advisor, Wealth Preservation, Financial Services, Capital Preservation, Retirement Planning, Long-Term Investing, Estate Planning, Multigenerational Planning, High Net Worth, Trust Services |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Morgan Stanley, Financial Services Company, Raymond James, TD Ameritrade, LPL Financial +41 more (view full list) |
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Philip Pike is the Executive of Stoever Glass Wealth Management.
1 people are employed at Stoever Glass Wealth Management.
Stoever Glass Wealth Management is based in Boca Raton, Florida.