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Glowka Wealth Management opens in the Newport Center in Berlin

Published: Friday, 20 May 2022 16:18

(LtoR) Joe Glowka, relationship manager; John Glowka, owner & lead wealth advisor; and Rob McKinnon, relationship manager
Photo Provided by Ciara Hooks
(LtoR) Joe Glowka, relationship manager; John Glowka, owner & lead wealth advisor; and Rob McKinnon, relationship manager Photo Provided by Ciara Hooks

@Hooks_Ciara

BERLIN - Glowka Wealth Management is the final tenant to complete the lower level of the Newport Center downtown.

“This is a culmination of a lot of effort between Newport Realty Group and the Town of Berlin,” said Chris Edge, Berlin Economic Development Director. “This bottom of the building sat vacant for 10 years and everybody always wonder what was happening.”

Over the past 22 months Tony Valenti and Mark Lovley of Newport Realty Group were able to fill the entire lower level.

“This is such another great addition to our Newport Realty Group here in Berlin,” said Tony Valenti, Newport Realty Group. “We continue to be excited with everything that we do here in town. As you can tell we love the mom and pop tenants and clearly you’re the kind of tenants and businesses that really bring up the economy and we just love working with them and we appreciate your tenancy.”

Glowka Wealth Management is an independent free base investment advisor. The business believes in capitalism and the three pillars of the American Dream: God, Family and Country.

The services provided by Glowka Wealth Management include Financial Planning, Investment Management, Estate Planning Strategies, and Tax Efficiency Strategies. Financial Planning has become a core piece of the company’s client experience. Investments have become a commodity, and as a client you have access to the same information that each advisor does.

“We use Cambridge Investment Research, Inc.,” said John Glowka, owner & lead wealth advisor. “They’re our broker-dealer; basically they’re our clearing firm.”

When you decide to become a client with the firm, they will take you through a 3-step planning process: discovery, recommendations and implementation.

“Our clients are our bosses,” expressed John.

Their clients were a big part of the reason they moved to 848 Farmington Avenue, suite 6.

“The building I owned in New Britain downtown started to have a bad homeless problem. They would be urinating on our walls and clients were afraid to come there,” John explained. “After we had female clients tell us they’re afraid to come to our office we made the conscious decision to move.”

John and his family moved to Berlin back in 2003 so it was a no brainer to move the business there as well.

“I live in Berlin and so does John and we’re just looking to improve the downtown and improve our business,” said Rob McKinnon, relationship manager. “I think they both coincide with each other and I think we can do that here.”

Glowka Wealth Management reached out to Newport Realty Group in May of 2021 and the approximately 1,200 sq feet space was ready by the end of September. The business was up and running in the new space the beginning of October.

“It was very quick, very easy,” said Rob who worked with Tony on the buildout.

What started as a blank empty space now has a reception area, conference room, offices, new flooring, fresh coats of paint and new furniture.

“We built the space out according to John’s specifications,” said Tony.

The business plans to continue to grow and be active in the community.

“We love the new place,” said Joe Glowka, relationship manager. “Though we had to find a more suitable location for our clients we’re still going to stay with our roots and be involved in both communities (Berlin and New Britain).”

Glowka Wealth Management was founded by John Glowka who has been in the business for 38 years assisting clientele in achieving a sense of security through financial planning.

“I was doing business as JL Glowka since like 2001/2003,” said John. “With the advice from my accountant we officially became an LLC in 2017.”

John was born in Poland, came to the United States as a young boy and grew up in New Britain. Joe Glowka is John’s son and Rob McKinnon is Joe’s childhood friend. Joe and Rob have been a part of the business for the past 5 years.

“We’re thrilled to be in Berlin and expand the business and if you need help with investments come on down,” said Rob.

Glowka Wealth Management can be found on their website at www.glowkawealth.com

John Glowka, owner & lead wealth advisor can be reached via email at John.Glowka@Cambridgesecure.com

Joe Glowka, relationship manager can be reached via email at Joe.Glowka@Cambridgesecure.com

Rob McKinnon, relationship manager can be reached via email at Rob.McKinnon@Cambridgesecure.com

They can be reached by phone at 860-801-6046 or 860-801-6047