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Lighthouse

WELCOME TO

HOLZBERG WEALTH MANAGEMENT

YOUR PARTNER IN FINANCIAL PLANNING & INVESTMENT MANAGEMENT

OUR SERVICES

Comprehensive Financial Planning

Comprehensive Financial Planning

Develop and implement financial management strategies into an integrated plan to maximize the potential to meet your financial goals.

Investment Management and Advising

Investment Management & Advising

Professional portfolio design and management customized to align with your risk tolerance, investment experience, financial objectives, and personal values.

Retirement Planning

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 and Projections

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 and Legacy Building

Estate Planning & Legacy Building

Build a program for effective and efficient asset transfer in accordance with your wishes, along with charitable gifting strategies.

Insurance and Risk Management Planning

Insurance & Risk Management Planning

Evaluate and identify risk exposures, and lend guidance on how best to reduce, retain, or transfer risk.

Tennessee Valley

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.

Harris Holzberg
Harris Holzberg

Harris Holzberg ChFC®, CLU®  

Chartered Financial Consultant®

Chartered Life Underwriter®

The founder of Holzberg Wealth Management, Harris is an expert in investing and retirement planning with over four decades of experience.

Marcus Holzberg

Marcus Holzberg, CFP®

CERTIFIED FINANCIAL PLANNER

Marcus specializes in financial planning and investing for young professionals, as well as student loan analysis and employer stock options.

TM

Vineyard

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 for Your Financial Plan

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.

Initial Assessment Lead to Evaluating and Planning
Evaluate and Plan Your Financial Plan
Evaluating and Planning Leads to Monitoring and Modifying Your Financial Plan

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 and Modify Your Financial Plan

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.

AS SEEN IN

The Wall Street Journal
The Wall Street Journal
MarketWatch
U.S. News and World Report
Investor's Business Daily
InvestmentNews
WealthManagement.com
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