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Holzberg Wealth Management

Holzberg Wealth Management

Time-Tested Investment Strategies For The 21st Century

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.

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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


The founder of Holzberg Wealth Management.  Harris is an expert in financial planning and the markets with over 40 years of experience.


Marcus Holzberg


The managing partner of the firm.  Marcus specializes in investing for millennials as well as the information technology and entertainment sectors.

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Whatever your financial goals, we'll help you achieve them.

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