Our Story
Wittenberg Investments was founded on a simple idea: clients deserve clear, honest advice that puts their interests first. Built during a time when complexity and commissions often drove decision-making, the firm was created to offer a more transparent, client-focused approach to wealth management.
From the beginning, Wittenberg Investments has focused on helping individuals, families, and businesses navigate complex financial decisions with confidence. By combining disciplined investment strategies with thoughtful financial planning, the firm works to support long-term growth, stability, and peace of mind.
Every strategy is built around each client’s unique situation, priorities, and long-term vision.
Our Philosophy
We believe successful wealth management starts with listening. Understanding what matters most to our clients allows us to create strategies that are practical, flexible, and built for real life, not just market cycles.
Our approach emphasizes clarity over complexity, disciplined decision-making, and long-term thinking. We aim to simplify the financial process, so clients feel informed, supported, and confident at every stage.
About the Founder
Ken Wittenberg is the founder of Wittenberg Investments and brings decades of experience across entrepreneurship, investment management, and advisory services.
Raised in the Detroit area, Ken developed an early appreciation for business, investment decision-making, and the importance of open communication. His career spans entrepreneurship, Wall Street experience at a boutique investment bank in New York City, and advisory work with family offices and institutional investors.
Over the years, Ken has launched and advised investment vehicles, including a fund of hedge funds, and worked closely with clients navigating major financial transitions. His ability to identify risk, most notably ahead of the late-2000s financial crisis, helped shape the firm’s emphasis on independent thinking and transparent advice.
Today, Ken leads Wittenberg Investments, working with clients facing complex financial moments such as business sales, liquidity events, portfolio strategy, philanthropy planning, and intergenerational wealth transfer. Known for his direct, clear communication style, Ken remains committed to helping clients make informed decisions grounded in experience and perspective.
Looking Ahead
Wittenberg Investments continues to grow with a focus on long-term relationships, thoughtful planning, and advice that evolves alongside clients’ lives and goals.