About Spielberger & Brooks Wealth Management, Inc.

Since its inception in 1998, 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, setting the industry standard for today’s wealth management firms. Spielberger & Brooks is a market leader in objective wealth counseling for affluent investors.

Our Model

Outstanding Investment Performance

Outstanding Investment Performance

Outstanding Investment Performance is one of Spielberger & Brooks Wealth Management’s core pillars.

Exceptional Service

Exceptional Service

Exceptional Services 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 100 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:

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Let us help you take the first step in achieving your financial goals today!