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Securing Futures for Attorneys and Their Families

Our Team

Peter Glassman, CLU, CFP®
Founder and Chief Advisor

Over the course of thirty years, Peter Glassman has provided financial advice to some of Washington, DC's top attorneys. Through this experience, Peter has continually refined his understanding of the unique challenges and opportunities these busy professionals face. Peter was originally drawn to this specialty field through a natural entrepreneurial spirit and a personal interest in the law. The son of an attorney, Peter had observed firsthand his father’s commitment to his clients. The exposure to the demands of a legal practice gave him an appreciation for the needs of those working in the field.

Today, Peter and the Arx Wealth Management® team focus on the comprehensive financial planning needs of attorneys. As a CERTIFIED FINANCIAL PLANNER TM Professional, Peter not only assists clients with developing plans, he also works with them to ensure the successful implementation of the investment, insurance, and other strategies required to see the plans come to fruition. He likens himself to a ‘personal trainer,’ assisting people to do what is in their best financial interest. “I derive great satisfaction from helping my clients do the very important work of planning for the future,” he says.

Peter has a history of commitment to professional and philanthropic organizations. In the past, he has served as President of the Greater Washington, Association of Insurance and Financial Advisors (NAIFA-GW), and on the board of Big Brothers Big Sisters. From 2011 - 2014 he served on the board of Health in Harmony, an international health organization that saves lives and preserves the rainforest in Borneo, Indonesia. Peter served as President of the Helping Hands Society (HHS) of Greater Washington – a charitable foundation supported by members of the financial services professions from 2015 - 2018. Peter was honored as the 2019 recipient of The Legacy Award given by NAIFA-GW in recognition of contributions to the industry and community service over an extended period of time.

Peter joined MassMutual in 1987. Active on the Advisors Association for many years, Peter served as Chairman of the Wealth Management Committee from 2016 - 2018.

Outside of work, Peter travels extensively and enjoys experiencing different cultures, foods, and places. Peter is a regular blood donor and a passionate advocate for the cause. He and his wife Lisa reside in Arlington, Virginia with their two daughters.