Weisberg Financial Services

Overview

Weisberg Financial Services is a small, single-owner independent registered investment adviser operating as a sole proprietorship. The practice focuses on portfolio management for individuals, families and small-business clients and also serves some institutional relationships. The firm charges fixed fees for advisory services and does not identify as an ESG-focused manager, a pension consultant, or a multi-state adviser in its public filings. Its structure and client makeup point to a boutique, hands-on advisory model rather than a capital allocator or multi-adviser platform.

Assets & Accounts

Public Holdings

Investments & Alternatives