How can you effectively build your wealth?
Let’s Talk Wealth™
The Shufro-Glass Group
How can you effectively build your wealth?
Let’s Talk Wealth™
The Shufro-Glass Group
Not sure how to safeguard your wealth?
Let’s Talk Wealth™
The Shufro-Glass Group
Want to teach your children how to manage their wealth?
Let’s Talk Wealth™
The Shufro-Glass Group
Unsure how to use your wealth to establish your legacy?
Let’s Talk Wealth™
The Shufro-Glass Group
Our Mission
We strive to empower our clients with elevated conversations, thoughtful financial advice, and creative solutions to define their dreams, refine their goals, and ultimately enrich their lives beyond wealth.
Our Clients
Almost nine decades of working with families has taught us that wealth has a unique meaning to everyone we meet, shaped by personal experience and influenced by the goals they set. What does it mean to you? Do you want to…
Plan for your children’s education?
Contribute to your community?
Establish a secondary residence?
Ensure your legacy?
Prepare for retirement?
Get help managing the wealth you’re accruing?
The GPS Method
GOALS MEETING
We start with an elevated conversation that empowers you to define and refine your goals. These do not have to be purely financial. By articulating your dreams aloud, they become concrete and actionable. We can then accelerate the realization of those goals during the next part of the process.
PLANNING PROCESS
We will explore your current financial resources, expenses and income together, along with your retirement accounts, estate planning, and taxes. Ranging from self-directed tools to a high-touch, white-glove service, the structure of our financial planning will depend upon your individual needs.
STRATEGY MEETING
Finally, we design your strategy for moving forward together. We implement elevated investment strategies, agree upon asset allocation, and develop vehicles that best suit your financial goals and needs. Once underway, we will monitor your progress and make tactical adjustments in response to the opportunities and obstacles that we encounter along the way.
Investment Updates
Our Market Commentaries
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The "K" Divide
2025 Q4
Markets ended 2025 on a strong note, with not one major asset class ending the year in the red. U.S. large-cap stocks ended the year up 18%. U.S. small-cap stocks gained 13%, and U.S. intermediate-term bonds ended 2025 up 7%.
Inflation cooled, with headline CPI easing to 2.7% year over year, driven largely by slowing shelter costs. The report surprised economists, with none of the Bloomberg-surveyed forecasts anticipating a reading this low.
Wage and wealth gaps continue to widen: the top 1% hold nearly one-third of U.S. household wealth and roughly 40% of Americans own neither equities nor property.
With approval ratings under pressure ahead of the midterm elections, policymakers have increasingly shifted their focus toward the lower-income consumer. The resulting policy mix is likely to remain accommodative, with implications for both the economy and financial markets.
Market Commentaries Archive
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Bubblicious
2025 3Q
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Fireworks
2025 2Q
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Gambit
2025 1Q
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Vibes
2024 4Q
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Rate Cuts and Deficits and Elections, Oh My!
2024 3Q
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Status Quo
2024 2Q
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The Fed’s Aim: A New Bull’s Eye
2024 1Q
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Balancing Act
2023 4Q
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Drained
2023 3Q
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The Running of the Bulls (and Bears)
2023 2Q
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Tick Tock
2023 1Q
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Money Like Water
2022 4Q
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Whac-A-Mole
2022 3Q
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When Doves Cry
2022 2Q
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A Nickel for Your Thoughts
2022 1Q
Financial Planning
During the Planning Process, we will explore your current financial resources, expenses and income, along with your retirement accounts, estate planning and taxes. Ranging from self-directed tools to a high-touch, white-glove service, the structure of our financial planning will depend upon your individual needs.
Our Financial Planning Services
Retirement/Income
Planning
Insurance
Planning
Estate & Legacy
Planning
Tax
Planning
Education & Generational
Planning
Financial Planning Insights
Our Team
Our thorough and thoughtful team explains planning and investment strategies in approachable ways so that every client can remain engaged in the financial process. By Let’s Talk WealthTM, we mean to empower our clients to speak about their financial goals and strategies with confidence.
ROBERT OSSERS, CFP®, CPWA®
Executive Vice President - Senior Financial Advisor & Head of Wealth Planning
Shufro Rose’s History
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.
Our Community
Live Heroically. Plan Accordingly.
“We make a living by what we get. But we make a life by what we give.” – Winston Churchill.
In The Shufro-Glass Group, we truly believe in giving back to our community. And we encourage our clients to give back and support their own communities as well. There’s no better reward for doing well than doing good. We help establish Donor Advised Funds, Foundations, Charitable Remainder Trusts, and other vehicles that maximize the impact our clients have on their communities. Together, we can live heroically.
Shufro-Glass is proud to support the following efforts:
Andover Breadloaf
ARF – Animal Rescue Fund of the Hamptons
Behavioral Health News / Autism Spectrum News
Camp Dream Street, Mississippi
Child Center of New York
Dana-Farber Cancer Institute
Faces, NYU Langone Medical Center
Friends of the Truman Foundation
Jewish Center of the Hamptons
Jewish Family Service of MetroWest New Jersey
National Ability Center
National Parks Conservation Association
New York Yankees Foundation
U.S. Military Academy, West Point AIAD Program
Roosevelt House Public Policy Institute
Schools That Can
Veterans Leading Ventures
Resources
We are happy to provide tools you might find helpful. However, we are always available to answer any questions.
Contact Us
600 Lexington Avenue, 15th Floor
New York, NY 10022
Direct Phone: 212.754.5491
Email: shufro-glass@shufrorose.com