Financial Management, Consulting & Family Office Services

Glow & Co provides individuals and families with complex financial situations a comprehensive approach to managing all facets of their financial lives, ensuring that their assets are the most productive, organized and efficient possible.

We strive to help our clients live their best lives… Through taking care of daily financial needs, we enable clients to focus on building or maintaining the lives that bring them joy. Be it travel, philanthropy, family, hobbies or simply taking some time to relax, we can help allow you to focus on the lifestyle you desire!


Our Practice

Since 2006, Glow & Co has been helping clients with complicated financial situations simplify and streamline their financial lives, without compromising productivity.


Our Services

We combine a multi-faceted approach to managing various asset situations and family dynamics to create efficiency, value and organization across the entire scope of clients’ financial lives. 

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Frequently Asked Questions

If you have a question, we have an answer! And if your question is not answered here, please contact us for a personalized conversation.  

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Let’s Talk!

There is no situation too large or small for our services and we understand that everyone’s financial situation is unique. We’d appreciate the opportunity to discuss yours! Please fill out this confidential form to learn more about how we may help you.

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We take the stress out of navigating your financial journey. Uncertainty breeds chaos... which we work tirelessly to prevent!

Confidence Inspires Trust

Financial know how, in-depth investing knowledge, and the willingness to go the extra mile. Yet, the most important quality of Susan… she truly cares.

— D.M. Bank SVP