Two Men in Office
 

Holzberg Wealth Management

Holzberg Wealth Management

Time-Tested Investment Strategies For The 21st Century

Our Services
icons8-stocks-growth-64.png

Wealth Management

Plan, grow, protect, and ultimately distribute your wealth.

icons8-financial-analytics-64.png

Investment Advising

Personalized portfolio design and risk management based on comprehensive analysis of opportunities across a range of asset classes.

icons8-mission-64.png

Retirement Planning

Saving and investing your money so that you can retire on your own terms.

icons8-defend-family-100.png

Estate Planning

Accumulating, conserving, and transferring wealth given legal, tax, and personal objectives.

icons8-get-a-discount-64.png

Tax Guidance

Utilizing tax advantages and incentives to maximize your wealth and long-term rates of return.

icons8-umbrella-64.png

Insurance Counseling

Analyzing risk tolerance levels and determining the best course of action for you, whether it be risk: reduction, transfer, avoidance or retention.

 

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.

Finalproofs7.jpg

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.

Finalproofs5.jpg

Marcus Holzberg

Partner

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

 
Vineyard

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

 
 

As Seen In

marketwatch-logo.png
download-removebg-preview.png
a6dd5de85d22ee397b960800a8c0-removebg-preview.png

Contact Us

 
I'm interested in...

Thanks for submitting!