Wealth Management

Wealth Management is simply implementing and monitoring a comprehensive financial plan focused on you and your family.

Wealth Management is a dynamic process that requires focus and discipline to be successful.  Periodic reviews of objectives, investment performance, and asset allocation dramatically improve your odds of success.  Collaboration with your other trusted advisors is also encouraged.

Wealth Management is a lifelong process to help you move deliberately and confidently towards your goals.

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.   Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market.  They are methods used to help manage investment risk. Past performance is no guarantee of future results.  Securities offered through Concorde Investment Services, LLC (CIS), member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Glover Wealth Management is independent of CIS and CAM.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact  Gary Glover (678-889-5622 gary@gloverwealth.com..  Glover Wealth does not offer tax or legal advice.

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.   Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market.  They are methods used to help manage investment risk. Past performance is no guarantee of future results.  Securities offered through Concorde Investment Services, LLC (CIS), member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Glover Wealth Management is independent of CIS and CAM.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact  Gary Glover (678-889-5622 gary@gloverwealth.com..  Glover Wealth does not offer tax or legal advice.

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.