With us, partnership isn’t just a promise. It’s a practice.
You are unique, and your investments and plans should reflect that. Wittenberg Investments partners with you to ensure your wealth achieves what matters most to you — now and in the future.
Welcome to Wittenberg Investments
_ A FEE-ONLY FIDUCIARY REGISTERED INVESMENT ADVISORY FIRM
WHY WITTENBERG INVESTMENTS?
As an investment advisor we have a fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times.
Account Protection
- Protection for securities and cash by the Securities Investor Protection Corporation (SIPC): Accounts of Charles Schwab & Co., Inc. are insured by SIPC for securities and cash in the event of broker-dealer failure.
UNBIASED INVESTMENT ADVICE
only select investments that we believe are best suited to our clients’ needs. offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research.
Planning For Retirement
For a lot of people, retirement means stopping work. To us it means being able to afford the lifestyle you desire without the need to work. A secure, comfortable retirement is everyone’s dream.
Create a Tailored Portfolio
All investors have different needs. Many simply want their assets to grow over time. Some rely on their investments for cash flow. Others don’t want or need exposure to specific industries or companies.
What is a Fee -only Advisor?
A fee-only advisor as one who is compensated solely from the client. Neither the advisor or any related party may receive compensation contingent on the purchase or sale of a financial product.
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Loyal Clients
We believe that everyone should be empowered to make the best financial decisions possible and use their money to live the life they truly want.
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client turnover
We feel the best way of working with our clients is to be absolutely open at all times. We always communicate clearly, consistently and openly.
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tailored portfolio
Each of our services can be tailored to meet your precise needs. We fit what we do around you, not ask you to fit around us.
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commission free
We Don’t earn commissions so there’s no incentive for us to buy or sell investment products or trade your account frequently.
How We Work. Our Mission & Values
We set out to develop a business that helped our clients live the life they truly want, to help them understand their financial situation, develop long-term financial goals and empower them to make the best financial decisions.
WHAT IS THE DIFFERENCE BETWEEN FEE-ONLY AND FEE-BASED ADVISORS?
Fee-only signifies that your advisor does not receive commissions or additional revenue from product providers. This eliminates any conflict of interest and bias when allocating assets and ensures that your advisor has your best interests at heart. This allows us to offer truly objective financial advice and align our goals with those of our clients – growing assets. Our fee-only asset management ties our compensation directly to the performance of your account, thereby eliminating conflicts of interest.
what is a fiduciary?
Fiduciary is a standard key to client agreements with fee-only advisors. While acting as a fiduciary, your advisor must disregard other influences and act only in your best economic interest. We have no “hidden agenda” or drive to sell any particular financial product.
One PLAN Doesn’t Fit All
We Create a Strategy That Works For YOU
We combine our expertise with the latest technology to provide the highest quality independent financial planning and advice. We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a more certain future.
Track your investments anywhere, anytime
Monitor your tailored financial portfolio in one secure place with our client portal – an innovative app and online tool available to all our clients. See all your assets and accounts in one place 24/7 from any device, helping you track progress towards your financial goals.
Benefit From Bull and Bear Market Tactics
Your asset allocation—or mix of stocks, bonds, cash or other securities—will depend on your investment objectives as well as our forward-looking market views. This asset mix may not always be static. For example, we might deemphasize stocks or other securities and instead utilize bonds and/or cash in an effort to mitigate the impact of falling stock prices if we forecast a bear market. No money manager is correct every time, but we believe the lessons learned managing investments through many market cycles provide us invaluable insight. Just as important, we’re here to counsel you during good times and bad.
Let Us Help You Take Your Money To New Heights
Because we’re a Registered Investment Advisory firm, we operate as fiduciaries. This means that we will always work in our client’s best interests; we never give advice we wouldn’t take ourselves. It’s an honor to help our clients reach their goals, and we accomplish this by recommending a course of action that not only helps the performance of the portfolio but also supports the priorities of everyday life.
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