Investment Philosophy

Glover Wealth Management is a unique financial services company. We specialize in retirement planning and invest utilizing a “fiduciary standard”.  Simply put, we believe in placing YOUR interests first.  Charlie Merrill said it best, “The needs of our customers must come first”.

Investments are matched to your unique objectives and we recommend reviewing investment portfolios quarterly based on performance, investment income and diversification. Since investing for retirement is essentially replacing the income you earned working with investment income, we invest in companies and Real Estate that pay an income now and have a high probability of increasing that income over time.

Gary Glover

Gary Glover

Managing Director

1009 Pinfeather Ct.

Lawrenceville, Ga. 30043

Contact Us

We would love to answer any questions or schedule a meeting. Please feel free to call us at our office on the left or send us an email using the form below.

Which Services Are You Inquiring About?

This material is for informational purposes only and does not constitute a direct offer to buy or sell any investment. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor.  This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee profits or guarantee protection against losses. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Glover Wealth Management is independent of CIS and CAM.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.