Client Experience

Treiberg Wealth Management works closely with a select client base including retirees, widows, individuals managing newfound wealth, and those preparing for major financial transitions like retirement. Our experienced team offers personalized attention and tailored strategies in investment management, estate planning, and tax planning. 

We prioritize our client’s satisfaction and limit our clientele to ensure that we can devote personalized attention to each one. To provide the level of service and expertise we're known for, we specialize in working with clients with over a million dollars in assets, though we're always open to discussing your specific situation and needs.

As we seek to be your trusted financial advocates, our goal is to simplify the process and provide the situation you need to focus on living a life well-lived.

Our approach starts with a "Get to Know You" meeting, where we'll get to know you and your financial goals. This meeting is an opportunity for us to learn more about you and for you to learn more about our services. We believe that it's important to establish a good mutual fit between us and our clients, which is why we'll work to ensure that we're a good match for each other.

Once we've established a good mutual fit, we'll create a disciplined and personalized plan that meets your unique needs and goals. We'll take into account your risk tolerance, time horizon, and financial objectives to create a plan that's tailored to your specific situation. We'll also work with you on an ongoing basis to make any necessary adjustments to your plan, so that it continues to meet your evolving needs.