Our Services
Wealth Management
Plan, grow, protect, and ultimately distribute your wealth.
Investment Advising
Personalized portfolio design and risk management based on comprehensive analysis of opportunities across a range of asset classes.
Retirement Planning
Saving and investing your money so that you can retire on your own terms.
Estate Planning
Accumulating, conserving, and transferring wealth given legal, tax, and personal objectives.
Tax Guidance
Utilizing tax advantages and incentives to maximize your wealth and long-term rates of return.
Insurance Counseling
Analyzing risk tolerance levels and determining the best course of action for you, whether it be risk: reduction, transfer, avoidance or retention.
Holzberg Wealth Management
Holzberg Wealth Management
Time-Tested Investment Strategies For The 21st Century
About Holzberg Wealth Management
A Registered Investment Advisory Firm Since 2013
As financial advisors, it is our job to learn about your goals and sensibilities, and to tailor our strategies to you. We want what is best for our clients. We accomplish this by leveraging our expertise, you prepare for life transitions and unexpected events, and reducing the stress and frustration often associated with these changes to maximize value for our clients. We want to build your trust and make the most of every circumstance together.
Harris Holzberg, ChFC, CLU
Partner
The founder of Holzberg Wealth Management. Harris is an expert in financial planning and the markets with over 40 years of experience.
Marcus Holzberg
Partner
The managing partner of the firm. Marcus specializes in investing for millennials as well as the information technology and entertainment sectors.
Whatever your financial goals, we'll help you achieve them.
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