• 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

Holding Companies

A pure holding company is a business entity that owns a controlling position in other companies. A pure holding company itself does not produce anything. Its purpose is to own shares of other companies and manage those investments on the […]

Lemonade Stands

When I was a child there was a neighborhood garage sale that would take place every year where I lived. I would sell lemonade, as would many other children. My lemonade was made with real lemons and it was delicious. […]

Frosty the Snowman

Is it true that Frosty the Snowman was as alive he can be? Yes, I can confirm. Frosty was a strange dinner guest because he was always melting. However, he was great company. Though he was slowly defrosting, he still […]

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 […]