Experience
A Merger and a Need for a New Identity In 1998, Citicorp and The Travelers Group merged, creating a massive financial entity. Citigroup would be a unified brand that needed a new identity to represent both companies. A Logo Created […]
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.
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.
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.
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
What to Expect
- Focus on Capital Preservation
- Focus on Long-Term Themes
- Consideration for Complex Tax Situations
- Accessible Human Service
- Confidentially & Digital Privacy
