Fineberg Wealth Management, LLC, is a fee-only registered investment advisory practice offering comprehensive wealth management solutions to individuals, families, small businesses, and trusts. We provide consulting services to discerning clients who seek financial advice independent of institutional sales pressures. Our independence frees us to think critically, use creative approaches, and access a breadth of resources on your behalf.
As a fee-only firm, we are bound by a fiduciary duty to our clients. We receive no commissions or compensation of any kind from brokerage firms, fund companies, or insurance companies. We do not sell financial products. Instead, we charge a clearly defined fee for our services. Our policy of transparency and our commitment to integrity eliminates the commission-based conflict of interest that exists inherently in the realm of sales-driven financial professionals. Our business structure gives us incentive to deliver low cost, individualized solutions that put our clients’ interests above all else.
At Fineberg Wealth Management, we are committed to providing an uncommonly high level of service. By taking the time to fully understand our clients’ goals, desires, and concerns, we can identify those financial paths that meet their needs. We understand the challenges presented by today’s complex financial world and we are well equipped to confront them.
