• 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

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 […]