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Financial Planning in
Kentfield for Every Generation of Your Family
From funding education to building a legacy, your family’s financial decisions are connected. We’re a fee-only, fiduciary father-son firm, and you’ll work directly with the principals as we help you plan across generations.
Wealth Management in Kentfield for Families Planning Ahead
Planning for a family rarely means planning for one thing at a time. You may be funding tuition while still building your own retirement, helping an adult child get started, or thinking about how to pass on what you’ve built to children and grandchildren. Each goal deserves attention, and they compete for the same dollars, which is why it helps to look at them together with someone who has no agenda.
Holzberg Wealth Management is a family firm that works across two generations ourselves, based in Corte Madera and serving Kentfield and clients nationwide. Planning for parents and children is something we understand from both sides of the table.
How We Help Kentfield Clients
One plan that balances today’s priorities with tomorrow’s.
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FAMILIES ACROSS GENERATIONS
We help you fund education without derailing retirement, evaluate options like 529 plans, and plan tax-efficient ways to pass on wealth through lifetime gifting and an estate plan that reflects your wishes. We also help parents introduce their adult children to financial planning for the first time.
RETIREES AND THOSE APPROACHING RETIREMENT
We help you decide when to retire, how to draw income from your savings, when to claim Social Security, and how to manage taxes along the way, all coordinated in one integrated strategy and reviewed periodically.
YOUNG PROFESSIONALS AND BUSINESS OWNERS
From equity compensation and saving toward a first home to retirement accounts for owners and planning for a future sale, we help you build a plan that keeps pace as your income and responsibilities grow.
Why Kentfield Clients Choose
Holzberg Wealth Management
A family firm that plans across generations.
Two Generations on Your Side
We’re a family firm working across two generations ourselves. Four decades of industry experience, including years spent teaching other financial advisors preparing for their licensing exams, sits alongside a next generation with a modern approach, so we can serve you and your children for the long term.
Direct Access to the Principals
You work with the principals of the firm from the first conversation onward and receive attentive, concierge-level service, supported by modern tools that make planning easy to follow.
Advice With No Agenda
We’re fee-only and fiduciary, paid directly by you, with no commissions or products behind our recommendations. Every recommendation is based on your family’s goals, and we’re legally obligated to act in your best interest.
Investing Grounded in Research
Our approach draws on Nobel Prize-winning research and produces low-cost, diversified, tax-efficient portfolios, rebalanced to target and managed as part of your broader financial plan.
One Integrated Plan
Education funding, retirement, taxes, estate planning, and investments live in one strategy, so competing goals get weighed together and no decision works against another.
A Plan That Keeps Pace With Your Family
Children grow, careers change, and estate and tax laws shift. We review your plan with you periodically and run proactive tax planning, so adjustments happen early.
A Clear Path Forward
1.
It Starts With a Call
We learn about your family, your goals, and whether our fee-only, fiduciary approach is the right fit. No pressure and no obligation. Book an intro call here.
2.
Build the Plan Together
We look at your whole financial picture, from education and retirement to taxes and estate, and develop one coordinated strategy.
3.
Stay on Track as Your Family Grows
We review your plan periodically and adjust as life changes.
FAQs
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