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Our Services
Planning Services
Clear, personalized guidance for families and business owners, for confident financial decisions at every stage.
Wealth Management
Disciplined, long-term investment strategies built around your goals and comfort with risk.
Insurance
Protect what matters most; your health, your family and your business. Comprehensive life, disability, and critical illness protection.
Group Benefits
Customized group benefits strategies that attract talent, manage costs, and strengthen financial wellness across your organization.
2025 Wealth Year in Review
Your trusted advisors
Meet Your Team
Brandon Glover
Brandon Glover, Founder and President of Glover Private Wealth Advisory, is your Wealth Management and Insurance expert.
Carmen Huang
Carmen Huang, Advisor Support Associate, provides reliable administrative and operational support to help ensure a smooth, responsive client experience.
Jerrod Falk, CIM®
Jerrod Falk, Investment Counsellor, brings deep wealth management experience and a steady, values-based approach to long-term investing.
Georgia Glover
Georgia Glover, our Group Benefits and HR Consultant, is your go-to expert for seamless benefits and HR guidance.
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we're having an impact
Our Valued Clients
BriannaLong-time Client "Clear, thoughtful guidance"
From day one, Brandon helped us define our goals, put real structure around our finances, and build a plan that grew with us as life changed. What sets Brandon apart is that he genuinely cares, takes the time to understand what matters to us, and makes the complex feel clear and manageable. We truly feel secure, aligned, and on track because of the work we have done together.
MikeCitadel Electrical Systems Inc
"Trusted, strategic advice"
As a business owner, I wanted our group benefits plan to actually support our team and their families, while also being sustainable long term. Brandon designed a plan that does exactly that. He also looks after my personal insurance and investments, so everything is aligned both personally and professionally. He truly understands our goals and builds solutions that help us attract great people, take care of them properly, and grow with confidence.
FrankMaier Renovations Inc. "Confidence in every decision"
As a self-employed business owner with multiple rental properties, my financial life is anything but simple. Brandon and his team bring everything together, from investments and insurance to tax and estate planning, in a way that just makes sense. His advice is always practical, strategic, and tailored to my real life. I have complete confidence in the plan we have built together.
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News & Guidance
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