The Glide Wealth Management Team

Jim Meier is the founder and President of Glide Wealth Management, LLC, a boutique financial advisory firm dedicated to helping affluent professionals, business owners, and retirees across the United States navigate their financial journeys with confidence and precision.

With a disciplined approach to wealth management, Jim specializes in creating tailored investment strategies that emphasize diversified, goal-oriented portfolios aligned with each client's objectives and focused on long-term growth. His expertise spans retirement planning, tax-efficient investing, estate strategies, and comprehensive financial planning—with a focus on transparency and aligning every recommendation with each client’s unique values and objectives.

Operating through LPL Financial, he delivers flexible guidance that prioritizes client outcomes above all else. Whether guiding clients through complex transitions like business sales, retirement, or legacy planning, Jim is known for his calm, methodical counsel that helps families glide smoothly toward financial clarity and security.

A proud Arizona resident, Jim is deeply connected to his community. When he’s not managing portfolios or meeting with clients in Tucson or Scottsdale, you’ll likely find him enjoying time with his teenage children—sitting on the sidelines of another soccer game—or exploring the scenic trails that remind him daily of the importance of steady, purposeful progress.

At Glide Wealth Management, Jim and his team are committed to building lasting relationships grounded in trust, expertise, and personalized service.

Ready to take the next step? Contact Jim today to schedule a complimentary consultation.

_{California Insurance License # 0G25412
California Agency # 0C24309}

Ashley serves as a Financial Executive Assistant to the President and Wealth Manager at the firm, supporting clients in pursuing their financial goals. In her role, she assists in financial planning strategies, client service, and operational management while continuing to develop her own expertise in wealth management and financial planning. She is passionate about helping clients work toward their financial goals while continuing to expand her knowledge and expertise within the financial planning profession. 

Ashley earned a Bachelor of Science in Finance with a minor in Personal Family Financial Planning from the University of Arizona’s Eller College of Management. Since entering the financial service industry, she has gained valuable hands-on experience helping individuals and families navigate important financial decisions while working closely alongside the firm's President. This mentorship provides clients with the benefit of both experienced guidance and a long-term relationship with a financial advisor who is committed to serving them throughout every stage of life.

Passionate about making financial planning accessible and meaningful, Ashley was drawn to the profession by a desire to help everyday families build confidence in their financial future. Whether clients are preparing to purchase a home, save for their children’s education, or plan for retirement, she believes thoughtful financial guidance can help turn goals into achievable outcomes. 

Outside of the office, Ashley enjoys spending time with family, playing pickleball, and relaxing at home with her dogs. 

Julie brings energy, creativity, and a client-first mindset to Glide Wealth Management as our Marketing Assistant. Married to Jim Meier for 20 years, she is deeply committed to building strong relationships and helping our firm connect authentically with clients and the community.

With a diverse background as a former stay-at-home mom, teacher, marketing assistant, and licensed realtor, she excels at clear communication, creative outreach, and relationship building. Her marketing experience helps strengthen our brand presence, develop engaging client communications, and support targeted outreach that highlights the Glide Wealth Management difference.

Outside the office, Julie enjoys hiking Arizona trails, practicing yoga, playing family pickleball, and volunteering in the community. These passions fuel her warm, approachable style and genuine enthusiasm for connecting with people.

At Glide Wealth Management, she plays a key role in marketing initiatives, client experience, and day-to-day operations—helping our firm deliver the personal, professional service our clients deserve.