About Us
We offer holistic wealth advice that considers every financial decision through a tax-efficient lens
Firm History & Mission
Our mission is to help our clients reach their financial goals through professional advice, sound risk management, quality investment products, and personal, efficient service. We appreciate the chance to educate our clients about values-based financial life planning and to help them learn more about who we are and how we can help them.
As an independent fiduciary financial advisor, Ginsberg Wealth Management LLC offers you a unique financial strategy, not a generic investment program. We believe in personalization and clear, easily understood financial advice.
Meet Our Team
Howard Ginsberg, CPA
Howard is an Investment Adviser Representative of Cetera Investments Advisers LLC. and a Registered Representative of Cetera Financial Specialists LLC. He is also a Certified Public Accountant with over thirty years of professional financial experience.
Lucy
Meet Lucy, our Chief Happiness Officer (CHO) and Fur-nancial Advisor.
While she may not give investment advice, she is an expert at supervising snack breaks, napping on the job, and offering cuddles.
Cetera Financial Specialists LLC & Resource Partners
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting Ginsberg Wealth Management LLC.
Cetera Financial Specialists LLC & Resource Partners
Our partnership with Cetera Financial Specialists LLC allows us to provide clients with top-tier resources and expertise. This includes:
In-depth market perspectives
Timely economic insights
Asset allocation guidance
Money manager recommendations
Model
portfolios
Performance monitoring tools
Let's Discuss Your Financial Goals
Schedule a consultation to review your situation and how we can help.