Broker Check

Investment Planning

Gladowsky Capital Management Corp. is a full service broker dealer and registered investment advisor serving clients since 1998. Accounts are held in custody at Pershing, LLC (a wholly owned subsidiary of The Bank Of New York Mellon Corporation). Our practice focuses on managing client's assets through investment selection and monitoring, but also provides personalized, comprehensive financial planning services through personal, retirement and college planning. Our firm offers the following:

  • Investment Advisory Services
  • Retirement Planning
  • College Planning (529 Plans)
  • 401k Investment Advisory
  • Business Investment Planning

Planning sessions are set to evaluate each client's risk profile, time horizon, asset allocation and cash flow needs so that a customized portfolio can be created. Asset allocation is continually reviewed to ensure an optimum portfolio. As an independent advisor, we have access to the best in class managers across all asset classes. Advanced financial plans are created and monitored to evaluate progress towards goals using the Goal Planner, Decision Center and Distribution Center on our EMX platform. We strive to go further than the hypothetical plans and create a comprehensive actionable plan incorporating an individual's and/or businesses' financial, tax and estate planning needs.