At Glidewell, our core values of Care, Purpose, and Results guide everything we do. We lead with Care, putting people first and treating every client like family. We act with Purpose, approaching each decision with intention and a genuine desire to make a difference. And we deliver Results, combining expertise and effort to create meaningful outcomes that protect what matters most. Together, these values shape who we are and how we serve our clients every day.
Glidewell is an independent firm that offers both insurance and investment products and services. Glidewell was founded in 1980.
Unfortunately, everybody has witnessed or experienced the consequences of poor financial decisions due to the lack of proper education and/or guidance. A mortgage payment that is too high, excessive fees, exorbitant interest, unreasonable insurance premiums, inadequate insurance coverage, pressured into unhealthy financial decisions from unprofessional “salesmen”, poor investment advice…just to name a few. These are all financial injustices, and they can easily flood into every area our life, carrying relationships and marriages downstream with them.
Glidewell believes its purpose is to take a stand against financial injustice—to be a group of Insurance and Investment Advisors that serve people with wisdom and genuine concern. Getting to know their clients, understanding their needs, and empowering them with the relevant information they need for financial success. Our business isn’t to solely perform transactions. Glidewell aims to build genuine relationships with people and provide insurance and investments with openness, education, and real answers. Simply put, we help people find freedom through finances.
