Holzberg Wealth Management

Holzberg Wealth Management was founded in 2013 by Harris Holzberg, ChFC®, CLU® as a family-owned and operated financial planning and investment management firm that helps individuals and families optimize the decision-making process in ever-changing markets.

In an effort to provide high-level enhancement to your financial well-being, we embrace your individual circumstances. We have developed a suite of customizable services to better assist you in structuring and achieving your short, intermediate, and long-term goals.

We help you transform the ‘guesswork’ of making financial decisions into a more measured strategy by utilizing sophisticated yet easy-to-understand methods of analysis. Our client-first strategy, coupled with best-in-class research and technology, has been the key to our excellent track record.

Our clients immediately feel more at ease after onboarding with us, knowing they are getting the most value out of the decisions they make. We leverage our four decades of experience to help you prepare for life transitions and unexpected events, as well as help reduce the stress and frustration often associated with complicated choices.

Through our extensive and objective research, we strive to provide the vital information you need to make safe and profitable financial decisions as we travel together through the unchartered waters ahead.