About Matt

About Matt

Matt Glass, a seasoned professional in the financial services industry, dedicated to serving families and retirees for over a decade. As the founder of Glass Wealth Management, based in Greenville, SC, Matt specializes in Holistic Retirement Planning, skillfully coordinating all retirement benefits for his valued clients.

As a NSSA National Social Security Adviser, Matt has achieved rigorous qualifications and continuously pursues ongoing annual education, ensuring he remains at the forefront of his field.

Beyond his financial expertise, Matt is also a published author, with his book achieving the remarkable feat of claiming the number one new release title on Amazon in the economic category. Readers have found invaluable insights and wisdom within his work, establishing Matt as a respected thought leader in finance and retirement strategy.

While excelling in his professional endeavors, Matt finds immense joy in his family life. 

OVERVIEW

90% Strategy. 10% Financial Tools.

The fundamental flaw in the financial industry today is that advisors often lead with product focused solutions and ignore critical components of one’s financial and total wellbeing, largely doing a disservice to you as a retiree.

Recognizing these gaps and inefficiencies from decades of professional experience and his own personal experiences at the loss of his father, founder and visionary Matt Glass has created The Glass Wealth Management Retirement Success Strategy™ providing an integrated solution, addressing:

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WHY CHOOSE US

Smart Investing with Smart Ideas

At our firm, we believe in taking an integrated approach to retirement planning. Our advisor-coaches work closely with you to gain a deep understanding of your financial goals and aspirations. By working together, we help you identify what you truly want from your money in retirement and develop a personalized plan to help you achieve it.

It’s important to note that our ultimate objective is not to sell you a product. Instead, we are committed to helping you create a fulfilling and prosperous retirement, aligned with your unique vision. Our advisor-coaches will work tirelessly to ensure that your strategy is tailored to your needs and objectives, and that you have the support and guidance you need to succeed. At our firm, we are passionate about helping you create a life well-lived, and we are committed to your success.

At our firm, we understand that financial planning can sometimes feel overwhelming and complex. That’s why we make it our mission to simplify and streamline the process for our clients. Through proactive and transparent communication, we keep you informed every step of the way.

We believe in empowering you with the knowledge and understanding of your financial plan so that you can make informed choices with confidence. Our team of experts will work with you to ensure that you have a clear understanding of how your plan works, and we will be available to answer any questions or concerns that you may have along the way.

We believe that open communication is key to building a strong, trusting relationship with our clients. By keeping you informed and involved in the decision-making process, we can work together to create a financial plan that truly aligns with your goals and aspirations. At our firm, we are committed to making financial planning as simple and stress-free as possible for our clients.

At our firm, we are proud to be locally owned and operated. Our team includes members of your community who share a deep commitment to improving the lives of those around us. We believe that by working together, we can make a positive impact on our local area and create a brighter future for everyone.

As part of our commitment to our community, we advocate for other local businesses and support initiatives that promote economic growth and development. We are also passionate about engaging with causes that positively impact our area, from volunteering with local charities and churches to supporting initiatives that promote education, health, and overall well being.

We understand that our success is intertwined with the success of our community. That’s why we are committed to using our expertise and resources to make a positive impact on the world around us. Whether it’s through supporting local businesses or engaging with causes that matter to our clients, we are dedicated to making a difference in the lives of those we serve.

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Work Together

Answers on Questions

Do you have a retirement strategy?
Do you understand it?
Are you confident in it?

If the answer is no to any one of these questions, contact us or schedule an appointment today to discuss how we can be of help creating your Retirement by Design.

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Glass Wealth Management has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.