3 Essential Estate Documents Everyone Should Have.
Ensure your legacy is protected with three essential estate documents. Discover the must-have legal documents for effective estate planning.
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WELCOME TO
HOLZBERG WEALTH MANAGEMENT
YOUR PARTNER IN FINANCIAL PLANNING & INVESTMENT MANAGEMENT
AS SEEN IN
ABOUT OUR FIRM
Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets.
OUR SERVICES
Comprehensive Financial Planning
Develop and implement financial management strategies into an integrated plan to maximize the potential to meet your financial goals.
Investment Management & Advising
Professional portfolio design and management customized to align with your risk tolerance, investment experience, financial objectives, and personal values.
Retirement Planning
Safe withdrawal rate analysis, savings and income strategies, and an enhanced understanding of retirement benefits, so you retire with confidence.
Income Tax Planning & Projections
Leverage tax credits and deductions to augment your savings and reduce your tax burden for a more financially secure future.
Estate Planning & Legacy Building
Build a program for effective and efficient asset transfer in accordance with your wishes, along with charitable gifting strategies.
Insurance & Risk Management Planning
Evaluate and identify risk exposures, and lend guidance on how best to reduce, retain, or transfer risk.
WHY HOLZBERG WEALTH MANAGEMENT
OUR PROMISE
Together, we create a customized plan that helps you achieve financial freedom by aligning your money with your priorities and aspirations. We work closely with you to help you achieve those goals by upholding our fiduciary duty to deliver value that is always in your best interests.
MEET US
A Registered Investment Advisory Firm Since 2013
As financial advisors, we help you transform the 'guesswork' of making financial decisions into a more measured path forward. We accomplish this by utilizing sophisticated yet easy-to-understand methods of analysis coupled with best-in-class research and technology.
Rest easy knowing your financial future is in good hands.
HOW IT WORKS
We understand that planning for your financial future can be overwhelming. We're here to guide you every step of the way to help you achieve your financial goals.
INITIAL ASSESSMENT
We start by identifying your initial concerns, objectives, and life goals. We take this time to assess your unique needs, and uncover where you are financially and where you want to be. We aim to align our thinking with your sensibilities to strengthen our collaboration along your financial journey.
EVALUATE & PLAN
With your goals and objectives as a roadmap, we design and configure a plan tailor-fit to you. Together, we weigh the alternatives available with the potential changes in outcomes. We'll also provide insights into making the road ahead clearer and more achievable.
MONITOR & MODIFY
As circumstances and assumptions change over time, we work with you to monitor your plan to ensure we are making progress toward your goals. As necessary, we restructure or modify the plan to ensure we stay on track.
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