Fineberg Wealth Management, LLC

Fineberg Wealth Management offers ongoing portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. Fineberg Wealth Management creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Fineberg Wealth Management generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities.