These days, it is not uncommon to move from employer to employer every few years. During these transitions it can be all too easy to leave your 401(k) or 403(b) with your old employer. Here are three quick and simple […]
Fee-Only Asset Management
A carefully constructed, well-managed portfolio is at the core of every successful wealth management plan. Maintaining the right combination of investments requires discipline, expertise, and close attention to detail.
Registered Investment Advisor
Registered Investment Advisors (RIAs) are held to a Fiduciary Standard. By law, a Fiduciary will act solely in the best interest of the client. Fiduciaries will also adopt a Code of Ethics and will fully disclose how they are compensated.
Engage a CFP® Professional
Only those who have fulfilled the certification and renewal requirements of CERTIFIED FINANCIAL PLANNER™ Board can display the CFP® certification trademarks which represent a high level of competency, ethics, experience, education, and professionalism.
Chart a Course to Financial SecurityFineberg Wealth Management is an independent, registered investment advisory practice offering investment management and financial planning services to individuals and families across Michigan. We help our clients make sense of the complex and globally connected world of finance. If you would like to learn how we can help you optimize your unique financial situation, we invite you to contact our office and schedule a complimentary initial consultation.