• UtahCliff

    Defined by a patient, disciplined process

  • Bird-Vision

    Guided by a commitment to integrity

  • ivy-final

    Committed to a fiduciary standard of care

Unique Portfolio Solutions Built for Resilience

Well Equipped to Address the Challenges of Today's Dynamic Global Economy

Independent Thought Process

Fineberg Wealth Management is independently owned, beholden only to client outcomes. This is structurally essential, ensuring the retention of impartiality while conducting research and selecting opportunities for clients.Learn More

Fiduciary Standard of Care

Registered Investment Advisors (RIAs) are held to a Fiduciary Standard. A Fiduciary must act solely in the best interest of the client. Not only is this the law, but more importantly, the right way to ethically conduct business. Learn More

CFP® Professionalism

Those who have fulfilled the certification requirements of the CERTIFIED FINANCIAL PLANNER™ Board may display the CFP® certification marks which represent a high level of experience, education, and ethics. Learn More

For Over a Decade – Providing Personalized Investment Outcomes

Fineberg Wealth Management is an advisory practice offering discretionary asset selection and management services. Primarily servicing clients in Michigan, we assist in navigating a complex & connected world of investment opportunities with a primary focus on preservation of capital and generational wealth transfer.

To current clients: Thank you for the many years of trust. Having been given the opportunity to serve your best interests continues to be a great privilege.

 

– S. Zachary Fineberg, CFP®, Founder

 

By Appointment Only

What to Expect

  • Focus on Capital Preservation
  • Focus on Long-Term Themes
  • Consideration for Complex Tax Situations
  • Accessible Human Service
  • Confidentially & Digital Privacy

Latest Educational Articles

The Gorgeousness of Sharing

I recently taught a friend to play chess, which is a passion of mine. Within a year, she is defeating me 50% of the time. I could have felt resentment. I did not. I felt proud that I was able […]

Turn up the Volume

Trading volume is a metric used in the equity market that identifies the total number of shares in a company which were traded during a defined time period. What Does This Tell You? Institutional Activity Large volume increases or declines […]

Price to Earnings Ratio – P/E

A P/E ratio, or Price to Earnings Ratio, is a simple financial metric used to examine the value of a company. It tells you how much the market is willing to pay for $1 of a company’s earnings. The Math […]

The Bondage of Financial Insecurity

Planning I started my career in the middle of a recession. A friend of mine pointed out to me when we were at a very busy grocery store, that the reason for the chaotic crowd was because it was a […]