Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Business Retirement Plans
  • Tax Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies

Awards & recognition

  • Glanz Wealth Advisors, Ameriprise Client Experience Award, 2020-2022
  • Larry J Glanz, Ameriprise Circle of Success, 2017-2020
  • Ari Katz, Five Star Wealth Manager, 2019-2021

Community participation

Sweet Dreamzzz

Ecology Center - Ann Arbor

Gleaners Community Food Bank

Vista Maria

Toys for Tots

Forgotten Harvest