Since 1993, Weinberger Asset Management, Inc. has been an independent, fee-only Investment Advisory and Management firm. In a complex global economy, we deliver best in class investment solutions by leveraging over seven decades of in-depth experience and expertise in asset allocation and securities selection.
Our foundation is built on guiding our clients in their pursuit of financial security. We recognize client needs and develop individualized portfolios, providing continuous oversight for high net worth individuals and Not for Profit Organizations. We act in a fiduciary capacity to provide independent, fee-only advisory and management. Our obligations, as a fiduciary, are solely to our clients. We do not accept commissions, rebates, or fees from third parties. We have no financial arrangements with any broker, portfolio manager, fund manager or family of funds. Weinberger Asset Management, Inc. utilizes independent, insured, third-party custodians.