• 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

Trading Time for Money

Should you choose to trade your limited conscious time for money? Perhaps you should consider the following: Fiat currency is as an infinite resource that attempts to reflect the value of the time a human spent producing a good or […]

The Law of Large Numbers

The law of large numbers describes that as the number of data points in a scenario increases, the average of the outcomes will approach the expected average. Consider a casino with many games. Results will converge to the casino’s advantage […]

Hunting or Gardening?

To successfully build wealth, you must make many small calculated decisions over a long period of time. You are growing a garden that will feed you for the rest of your life. You cannot expect the market to immediately provide […]

An Ode to Joy

I was the second youngest cousin in a very large family based in Virginia. I lived in Michigan with my parents as a child. I write this as a memory of a 12 year old boy. My family would travel […]