Our team of highly accomplished wealth advisors provides personalized, goals-based investment guidance for high-net-worth individuals and their families.
We offer specialized expertise in developing comprehensive, results-focused financial strategies designed to enable clients to maintain, grow and transfer their wealth from generation to generation.
Our multi-generational wealth planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. We are deeply committed to putting your loved ones in a position to make informed financial decisions, while also assisting them in achieving the long-term goals you have in place.
As experienced wealth advisors, our team focuses on alleviating clients’ concerns about their finances and taking the emotion out of investing by putting an investment plan in place to keep them from overreacting during periods of market decline and growth.
Glen Rauch has been on Wall Street for more than 45 years, and he was the President and CEO of Glen Rauch Securities for more than 20 years. First and foremost, Glen believes his clients are the company’s most important asset, and he is now able to further commit to that belief through a working relationship with Caleb Lowman.
Glen brings an institutional investor’s point-of-view to the everyday investor, providing clients with advice that’s shaped from our team's 75 years of combined experience in the institutional equity and fixed income markets.