Personalized Wealth Management, Built Around You

Wittenberg Investments partners with individuals, families, and businesses to deliver tailored investment strategies designed for long-term growth and financial stability. As an independent firm, our interests are aligned with yours, focused on trust, transparency, and disciplined performance.

WHO WE ARE

A team guided by integrity and commitment to your success. Every decision we make is centered around you, delivering thoughtful service, clear insights, and investment strategies designed for you.

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WHAT WE DO

We provide financial planning and investment management for individuals and families, removing the complexity from building a secure and confident financial future.

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HOW WE DO IT

Simply put, we plan around you. By understanding your goals, values, and long-term vision, we develop a customized strategy that guides your portfolio and supports financial stability.

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Financial Planning & Investment Management



We help individuals, families, foundations, and institutions with financial planning and investment management. As an independent firm, we always act in our clients’ best interests, offering clear guidance to make complex financial decisions easier and help you feel confident about the future.

We are a fee-only firm, meaning we’re paid based on the assets we manage for you. We don’t accept commissions and we don’t act as brokers. You’ll work directly with experienced professionals who guide you every step of the way, so you can make informed decisions with confidence.

INTEGRITY

With our honest and transparent process, you’ll know how your assets are handled every step of the way.

EXCELLENCE

Your success is how we measure our own. We don’t rest until you’ve achieved and exceeded your financial goals.

PARTNERSHIPS

Our planners and managers work hand-in-hand with one another and with you to ensure we’re maximizing your assets’ potential.