top of page
Financial Planning in
Tiburon, Built Around Your Next Chapter
You’ve spent decades building wealth. Now the question is how to use it, protect it, and pass it on. We’re a fee-only, fiduciary firm that builds one integrated plan around what you want your money to do for you.
Wealth Management in Tiburon for Retirement and Legacy Decisions
Many of the people we meet in Tiburon have reached the point where the big career decisions are behind them and a new set of questions has taken their place. How do you turn savings into income that lasts twenty or thirty years? What should happen with the proceeds from a sale? Should you stay in the house or make a change? Who receives what you’ve built, and how? These questions have real implications and no obvious right answer; it’s natural to want someone with no agenda to help you think them through.
Holzberg Wealth Management is a father-son firm based in Corte Madera, serving Tiburon and clients across the country. We bring decades of experience to every plan, with the goal of giving you something you can see, understand, and trust.
How We Help Tiburon Clients
A plan for the move from building wealth to using it.
.png){kind=small}
RETIREES AND THOSE APPROACHING RETIREMENT
Turning savings into dependable income for twenty or thirty years takes a plan of its own. We coordinate Social Security, withdrawals, taxes, and healthcare costs, use strategies like guardrails that adapt to markets and your spending needs, and review the plan with you periodically so you stay on track.
BUSINESS OWNERS AND ANYONE FACING A LIQUIDITY EVENT
If you’ve sold a business or property, or received an inheritance, we help you evaluate your options and the tax implications before you make a move, then decide how the proceeds fit into your investment and retirement plan. We also help when a large share of your wealth sits in a single stock or property.
FAMILIES AND THE NEXT GENERATION
We help you map out how you want to pass on your wealth, whether to children, grandchildren, or causes you care about, and work with an estate attorney to put the plan in place. Adult children are welcome in the conversation, so the next generation knows the plan too.
Why Tiburon Clients Choose
Holzberg Wealth Management
Experience, independence, and a plan built to last.
Advice With No Agenda
Incentives matter more as the stakes rise. We’re fee-only and fiduciary, paid directly by you, with no commissions, referral fees, or products to sell, and we’re legally obligated to act in your best interest.
One Integrated Plan
Retirement income, investments, taxes, estate planning, and insurance work together in a single strategy, so each decision supports the others.
Experience That Has Seen It Before
Four decades of experience, including work as an expert witness in securities litigation, gives us a firsthand view of what sound financial guidance looks like and what happens when it falls short. A second generation brings a modern approach and the energy to serve you for the long haul.
Investing Grounded in Research
Our portfolios draw on Nobel Prize-winning research: low-cost, diversified, and tax-efficient, rebalanced to their target allocation and fully integrated with your broader plan. Our retirement withdrawal strategies adapt as markets and your spending needs change.
Direct Access to the Principals
You work with the principals of the firm from your first conversation through every review. The service is attentive and concierge-level, supported by modern tools that keep everything organized and easy.
A Plan That Keeps Working
We build proactive tax planning into your strategy, stress-test your plan against different scenarios, and review it with you periodically so small issues surface early and adjustments happen on time.
A Clear Path Forward
1.
Talk With Us
An introductory call to discuss your situation, your goals, and whether our fee-only, fiduciary approach fits what you want from an advisor. No pressure and no obligation. Book an intro call here.
2.
See the Full Picture
We take a comprehensive look at your income, investments, taxes, and estate, then map out a strategy around your goals.
3.
Stay On Course
We review your plan periodically and adjust as your life and the markets change.
FAQs
bottom of page