"Our group thrives on creating trusted, caring relationships with each client."
Wealth Partners
The Gluck Group
Wealth PartnersThe Gluck Group
"Our group thrives on creating trusted, caring relationships with each client."
Awards and Industry Recognition
Barron's
Top 1200 Financial Advisors
2021 • 2019 • 2018
Top 100 Women Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017 • 2010
Forbes
Best-In-State Wealth Advisors
2021 • 2020 • 2019 • 2018
America’s Top Women Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017
Financial Times
Top 400 Advisors
2020 • 2018
Los Angeles Business Journal
Most Influential Wealth Managers
2019
About The Gluck Group
Welcome
The Gluck Group is a team of women professionals strategically positioned to assist a diverse client base in working toward their financial goals. Combining a unique set of backgrounds and specialized skills, including law, teaching and community outreach, we relate to a myriad of discrete financial situations. Our team thrives on creating trusted, caring relationships with each client.
With over 80 years of combined experience, the team focuses on equipping every client with financial acumen, coupled with unparalleled personal service, as we guide them in making informed decisions.
Blending asset allocation, investment strategy, wealth preservation and risk management, The Gluck Group creates customized portfolios designed to achieve specific goals. Every client receives the attention, professionalism and respect they deserve to help address their expectations for their financial futures.
Meet Our Team
Insights
Investing
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
Investing
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Investing
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Investing
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Wealth Planning
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowInvesting
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowWealth Planning
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTaxes
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowInvesting
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowInvesting
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowInvesting
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowInvesting
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowWealth Planning
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(310) 201-2610