Stoever Glass Wealth Management, Inc.

For more than 50 years, Stoever Glass has had a well-deserved reputation for excellent client service in municipal bonds. Founded in 1964 by Fred Stoever, the Firm has strived to put client’s needs at the forefront while providing innovative strategies to help them solve their tax-free municipal needs. In anticipation of the many multigenerational issues our clients face, we created Stoever Glass Wealth Management, a registered investment advisor. With this addition, SGWM adds significant advisory products and services, further enhancing our ability to address the complex financial needs of our High Net Worth clientele. SGWM, in conjunction with the creation of Stoever Glass Insurance Agency, creates an independent advisory and financial planning solution that greatly complements our existing capabilities. With the hiring of Kosta Velis, CIMA, CFP, Corinne Molof Hill, CFA and Roslyn Vialva we have added three additional enhancements. Kosta, a Wealth Management veteran, comes to us with expertise in Investment Management Consulting, Alternative Investments and Financial Planning, earning both his Certified Investment Management Analyst (CIMA) and Certified Financial Planner (CFP) certifications. Over more than 20 years, he has worked with large Wealth Management Firms like Smith Barney, Citigroup and Morgan Stanley in Management as well as Merrill Lynch as a Financial Advisor. Kosta currently sits on our Investment Committee. Ms. Corinne Molof Hill, CFA, comes to us after a career in similarly sized Firms, Alliance Bernstein and ING ---Holland’s largest bank. Corinne has over 20 years of industry experience and has earned the coveted Chartered Financial Analyst certification, greatly enhancing our Research capabilities. Corinne is also a member of the Investment Committee. Our Advisory platform offers our clients Custom Portfolios or Exchange Traded Fund (ETF) strategies based on your risk and needs. While our custom portfolios are more tailored toward the specific and individual needs of our clients, our ETF strategies offer a conservative, moderate and/or aggressive approach toward domestic and foreign ETFs. These ETFs will be investing in sectors, countries and indexes in strategies based upon Relative Strength and other measures. The Relative Strength of these ETFs toward their peer groups and benchmark index is used as a key rules-based determination of these strategies. Past performance is no indication or guarantee of future return.

Address: 30 Wall Street, New York, NY 10005, USA

Phone: +1 800 223 3881/212 952 1910
FAX: +1 212 952 1925