A complete list of active advisors currently associated with Weisberg Capital Management

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

Weisberg Capital Management provides discretionary and non‑discretionary asset management, financial planning, and limited ERISA 3(21) retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, and business entities. The two‑advisor firm manages roughly $13 million in client assets and serves both individual investors and employer retirement plans. Investment programs are tailored to each client’s stated goals and risk tolerance and use a mix of methods — including fundamental, quantitative, technical analysis and modern portfolio theory — with ongoing monitoring and quarterly account reviews. The firm may trade under discretionary authority, hire sub‑advisors to implement strategies, and accommodates client‑imposed investment restrictions and rebalancing or tax‑loss harvesting when appropriate. Notable distinctions include that both principals operate as licensed insurance agents and disclose the potential to receive insurance commissions, a relationship the brochure says occupies a small portion of their time and is managed through disclosures and procedural safeguards. The firm also offers financial planning on a fixed‑fee basis, provides ERISA 3(21) plan services, and uses institutional custody and execution services through Charles Schwab.

To learn more about the advisors currently working at Weisberg Capital 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.