A complete list of active advisors currently associated with Treiberg Wealth Management

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

Treiberg Wealth Management provides discretionary asset management, financial planning, and hourly consulting to individuals — including high-net-worth clients — as well as small businesses, estates, and other institutional clients. The firm also delivers brokerage-related services through LPL Financial and supports both wrap-fee and non-wrap custodial account structures. Portfolios are customized to clients’ objectives and risk tolerances, with regular reviews and rebalancing, and the firm generally manages accounts on a discretionary basis. Treiberg works with each client to determine whether the Strategic Wealth Management (SWM) custodial platform should be used in a wrap or non-wrap arrangement based on anticipated trading activity and account size. The firm is notable for sponsoring and acting as portfolio manager for a wrap-fee program, a capability that is uncommon among peers and consolidates advisory and transaction services under a single fee arrangement. Treiberg also discloses use of artificial intelligence for real-time note-taking and data insights under human oversight, and it oversees roughly $325 million in discretionary assets across a three-advisor team serving about 270 client relationships.

To learn more about the advisors currently working at Treiberg Wealth Management, 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.