Our Services

  • Comprehensive Financial Advice
  • Tax Planning Strategies
  • Investment Management Services
  • Retirement Planning Solutions
    • Individual and Group Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance and Annuity Solutions
  • Long Term Care Insurance Options

About Us

Larry J. Glanz, CPA, APMA®, CRPC®, Private Wealth Advisor and Ari Katz, MBA, Financial Advisor provide 1:1 financial advice to individuals, families, and business owners, based on their unique goals and needs. Through financial planning, investments, and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings. For the past 28 years, Glanz Wealth Advisors has provided exceptional client service, and has received the Ameriprise Client Experience Award every year since inception (2020-2022).

CA License # 0684538; CA License # 0684538

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The Compass is a trademark of Ameriprise Financial, Inc.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.