Advisors at this firm
Devin W
CFP®, Series 63, Series 66
Tucson, AZ
Treiberg Wealth Management
Devin Welch is a CFP® professional with 24 years of industry experience, currently affiliated with Treiberg Wealth Management in Tucson, AZ, where he has worked since 2009. He also maintains a real estate license and coaches youth soccer through Amphi Public Schools and Tucson Soccer Academy. Treiberg Wealth Management provides discretionary, fee-based portfolio management and financial planning primarily for individual and high-net-worth clients, offering tailored investment solutions across various asset classes and serving small businesses, estates, and other entities. The firm manages client accounts on a discretionary basis through LPL Financial’s Strategic Wealth Management platform and sponsors a wrap fee program uncommon among similarly sized supported advisors.
Stephen M
CFP®, Series 66
Tucson, AZ
Treiberg Wealth Management
Stephen Mattingly is a CFP® with 18 years of industry experience, currently serving as an advisor at Treiberg Wealth Management in Tucson, AZ. He has been with Treiberg Wealth Management since 2016 and also maintains a long-term affiliation with LPL Financial since 2009. Outside of his advisory role, he is involved with SEM Group, Inc., a business entity for tax and investment purposes. Treiberg Wealth Management provides discretionary, fee-based portfolio management and financial planning primarily for individual and high-net-worth clients, with additional services for small businesses, estates, and other entities. The firm manages accounts on LPL Financial’s Strategic Wealth Management platform and offers tailored investment strategies that may include complex instruments for qualified clients, as well as a wrap fee program uncommon among similarly sized supported advisors.
Michael T
CFP®, ChFC®, Series 63, Series 66
Tucson, AZ
Treiberg Wealth Management
Michael Treiberg is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is the principal of Treiberg Wealth Management in Tucson, AZ, where he has worked since 2016, following a 15-year tenure at LPL Financial. Outside of his advisory work, he is involved with a fitness studio, Foothills Barre Studio, which he started in 2024. Treiberg Wealth Management provides discretionary, fee-based portfolio management and financial planning primarily for individual and high-net-worth clients, with additional services available to small businesses, estates, and other entities. The firm offers tailored investment management across a range of asset classes and serves as sponsor and portfolio manager for a wrap fee program on its custodial platform.