Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Weisman is a Registered Investment Advisor (RIA) at Glass Jacobson Wealth Advisors. Steven is a Certified Public Accountant and has been in the industry since 1998. Steven is a Partner/Owner in WA CPAs, LLC and anticipates spending 75% of his time towards serving his tax and accounting clients. Steven has experience providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Steven is also a Personal Financial Specialist. Steven holds a current registration with the state of Maryland.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees; revenues from educational product sales
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MD
10/01/2021 - Present
Glass Jacobson Wealth Advisors (Rockville MD)
Active
Inactive
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