
WELCOME TO
HOLZBERG WEALTH MANAGEMENT
YOUR PARTNER IN FINANCIAL PLANNING & INVESTMENT MANAGEMENT
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.