About Spielberger & Brooks Wealth Management, Inc.
Since its inception in 2008, Spielberger & Brooks Wealth Management, Inc. has anchored its investment philosophy on diversification and quantitative asset allocation.
The firm combines the highly personalized concierge services of a family office, with the sophisticated resources of an institutional investment consulting firm.
Spielberger & Brooks believes in open architecture solutions and unbiased advice in providing objective wealth counseling for affluent investors.
Our Model
Investment Management
Investment Management
Investment management is one of Spielberger & Brooks Wealth Management’s core pillars.
Personalized Client Experience
Personalized Client Experience
Striving to deliver a personalized exceptional client experience is another core pillar to the Spielberger & Brooks Wealth Management model.
Objectivity and Innovation
Objectivity and Innovation
Objectivity and innovative thinking are another key pillar to the Spielberger & Brooks Wealth Management model.
Specialized for High Net Worth Families
Specialized for High Net Worth Families
Spielberger & Brooks Wealth Management integrates well with the increasingly sophisticated demands of high net worth families.
Today, Spielberger & Brooks serves approximately 250 families of exceptional wealth. The firm provides clients with impartial investment consulting and a variety of wealth management services tailored specifically to the high net worth marketplace, with particular expertise in goal-based investment planning, portfolio construction, alternative investments, concentrated wealth strategies and performance reporting.
Specialty Services
We specialize in integrated wealth management, and offer a full suite of sophisticated financial services that include:
We employ an asset allocation approach using “modern portfolio theory” to define an optimal mix of assets to meet each client’s investment objectives.
We work with many insurance companies and together can assist you, not only with determining the amount needed for a scenario, but also the type that is right for you.
We believe that having financial independence throughout retirement is invaluable. We can help you design a program that will make the most of your retirement assets.
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