A complete list of active advisors currently associated with Fineberg Wealth Management, LLC

Warmer can help you find a great advisor at Fineberg Wealth Management, LLC or one who fits your needs even better.

Fineberg Wealth Management is an independent advisory firm that primarily serves individual clients, offering ongoing investment supervisory and portfolio management services with discretionary authority. The firm prepares an individualized Investment Policy Statement for each client, reports approximately $10.9 million in assets under management, and does not impose an account minimum. The firm uses a mix of charting, fundamental, technical and cyclical analysis to construct portfolios across mutual funds, equities, bonds, ETFs, REITs and insurance products, documenting client goals, risk tolerance and time horizon in the IPS. It implements a range of trading strategies — including long- and short-term trading, short sales, margin transactions and options writing — and conducts at least quarterly account reviews. Distinctive features include an unusually high client load for a single-advisor practice (roughly 390 clients), which indicates a heavier reliance on standardized processes and custodian reporting to support service delivery. The advisor is also licensed as a life, health and disability insurance agent and includes insurance products among investible options; the firm requires clients to use its recommended custodian and does not participate in wrap fee programs.

To learn more about the advisors currently working at Fineberg Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.