Defined by a patient, disciplined process
Guided by a commitment to integrity
Committed to a fiduciary standard of care
Well Equipped to Address the Challenges of Today's Dynamic Global Economy
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.
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.
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.
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.
During Thomas Edison’s long effort to perfect the incandescent light bulb, a small accident captured his philosophy of progress. After finally producing a working prototype, Edison handed it to a young assistant to carry upstairs for testing. Near the top […]
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 […]
Today I want to discuss correlation within the context of portfolio construction. If you live in a climate where the weather is unpredictable, you will want a furnace as well as an air conditioner. You will need a wardrobe that […]
Using charitable contributions is generally only valuable from a taxation standpoint if you itemize deductions on your tax return. If you take the standard deduction, you generally cannot deduct charitable contributions. Even still, this is not the main reason to […]
