We Do Things Differently
For Clients Who Expect More
You have a vision for your future. We help you build a plan to get there. At Holzberg Wealth Management, we work with individuals and families to build financial plans grounded in clarity, trust, and honest advice. No guesswork. No jargon. No conflicts of interest. Just a personalized roadmap from where you are today to the retirement, the legacy, and the financial life you’ve been working toward.
Our Mission
At Holzberg Wealth Management, our mission is simple: to help you achieve the financial clarity and confidence to live the life you’ve worked hard to build. We do that through personalized financial planning grounded in honest, unbiased advice – a clear bridge connecting where you are today to where you want to be. Every recommendation we make is built around your goals, your values, and your future. That’s what it means to be a true fiduciary.
Our Story
Holzberg Wealth Management was founded in 2013 as an independent, family-owned and operated wealth management practice based in Marin County, servicing clients locally in the San Francisco Bay Area and virtually nationwide.
A Father-Son Team
We bring a special dynamic to our work, and we love what we do. We love meeting new people. We love hearing about their journeys and what led them to us. And we love every opportunity to explore and grow with our clients as we walk the path to financial freedom together.
Growing Together
Each new individual and family we meet is an opportunity for us to positively impact their lives. It brings us great pride and joy that we can help plan unique financial paths so that you can pursue your most fulfilling life.
Our clients appreciate the personal touch and meticulous attention to detail we bring to the financial planning process. As Harris says,
"Every detail is a whole new world."
We are committed to helping you achieve financial success, and we believe this is evidenced in the long-lasting relationships we have with our clients, some of whom have been with us for decades.
A Passion for Serving Others
Our clients value not only our expertise and experience but the genuine care and dedication we give each of them. Our passion for serving others encourages a deep appreciation for what is important in life, resulting in outstanding outcomes for you and your family.
What Makes Us Different?
We choose to operate as fiduciaries because we believe you deserve an advisor whose only allegiance is to you. That’s a commitment we make to every client, and one that guides everything we do.
FIDUCIARY STANDARD
We are legally obligated to act in your best interest – always.
FEE-ONLY COMPENSATION
We earn no commissions or referral fees. Our only incentive is your success.
INDEPENDENT ADVICE
No proprietary products or corporate quotas. Just objective guidance.
Proud Members Of
About Harris
Harris is a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). He began his career over four decades ago, traveling the country and teaching the securities licensing exams to stockbrokers and supervisors. He has worked at many prestigious firms, including Prudential-Bache, First Union Securities, Wedbush Securities, and The Equitable Life Assurance Society of the United States. Harris has also distinguished himself as an expert witness in domestic and international arbitrations, testifying in complex securities litigation. He has also contributed his expertise to help write test questions for the financial advisor licensing exams on behalf of the North American Securities Administrators Association (NASAA).
t: 415.891.4046
f: 415.945.8821
e: harris@hwmfa.org
About Marcus
Marcus primarily works with retirees, young professionals, and intergenerational families across the country to help them achieve their financial goals. His financial guidance has appeared in numerous renowned publications, including The New York Times, The Wall Street Journal, Bloomberg, CNBC, Yahoo Finance, and Forbes. He also serves on the board of directors for the National Association of Personal Financial Advisors (NAPFA) Genesis Committee. He holds a bachelor’s degree in psychology from Wesleyan University and is a graduate of the Program in Personal Financial Planning from the University of California, Berkeley, as well as the Financial Planning Association’s residency program. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a Series 65 licensed financial advisor.
t: 415.847.3433
f: 415.945.8821
e: marcus@hwmfa.org
