Our Services
At Weisberg Capital Management, we provide expert, fiduciary guidance in three core areas: retirement plan design and advisory, comprehensive wealth management, and reserve fund management. Whether you’re a business owner, a high-net-worth family, or a community organization, our goal is to help you make confident financial decisions and build lasting financial strength.
Investment Management Services
​For your individual and corporate needs. We offer Portfolio Management, Asset Allocation, Fixed Income, Tax-Efficient Investing, Retirement Portfolio Management, and Alternative Investments.
Wealth Management Services
WCM is a boutique financial firm.
As such we offer personalized care for all our clients including High-Net-Worth Advisory, Charitable Giving Strategies, and Cash Flow & Budgeting.
Risk Management & Insurance Services
Our advisors are licensed to advise you on your Insurance needs. We offer Insurance Review & Planning as well as Risk Assessment.
Financial Planning Services
With a CFP on our team, we put give our utmost attention to providing our clients with Comprehensive Financial Planning,
Retirement Planning, Estate Planning, Education Planning, and Tax Planning.
Business & Corporate Services
One of he top priorities of WCM is to offer financial advise to corporations and their employees. As such we offer 401(k) & Retirement, Plan Consulting, Executive Compensation & Benefits Planning, Reserve Funds, and Succession Planning
Specialty Services:ESG & Impact Investing:
Aligning investment strategies with environmental, social, and governance (ESG) principles.