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Holzberg Wealth Management
Holzberg Wealth Management is a Corte Madera, California-based fee-only fiduciary financial advisory firm providing tax-efficient financial planning and...
Overview
Holzberg Wealth Management is a Corte Madera, California-based fee-only fiduciary financial advisory firm providing tax-efficient financial planning and investment management for high-net-worth individuals and families. It is a family-owned and operated firm serving Marin County, the San Francisco Bay Area, and clients nationwide. The firm acts as a fiduciary and is fee-only, receiving no commissions.
General information
Firm type
RIA
Year founded
2013
Location
Region
North America
City
Corte Madera
Principals
Harris Holzberg
ChFC, CLU, founder
Harris Holzberg
ChFC, CLU
Marcus Holzberg
CFP
Marcus Holzberg
CFP
Sector focus
Frequently asked questions
What is the typical client profile for Holzberg Wealth Management?
The firm's name and registered advisor status indicate it serves high-net-worth individuals, families, and possibly institutions. Exact client criteria are not publicly known.
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