ADAPTABLE PLANNING. STRATEGIC INVESTMENTS.
At Wittenberg Investment, we approach wealth management with a focus on your passions and goals to help you align a strategy that’s not only the best for your portfolio, but also for your entire financial future.
Take the first step in turning your assets into a more meaningful tomorrow. CONTACT US
UNITED IN PURPOSE
We work alongside a highly motivated and ethically driven network of families, foundations and individuals who are focused on ambitions greater than themselves. They see beyond tomorrow and aim to make an impact that spans generations and transcends financial stability. Together, we bring financial assets to life in a more meaningful way.
A PERSONAL APPROACH
Every client at Wittenberg Investments is striving toward a different goal. That’s why our strategies are unique, not ubiquitous. The plan we create for you will be one-of-a-kind and refined based on your specific needs. As those needs change, so too can your investment strategy. Through our advanced research, impartial perspective and complete transparency, your customized plan can not only see financial success, but it will also be nothing short of personally significant.
OUR CLIENTS
While our clients may have different end goals, many new clients join Wittenberg Investments after experiencing similar financial evolutions. Here are some common transitions that bring us together:
- Selling a private business
- Inheritance
- Rapid company growth
- Income from takeover or sale of stock
- Change in family governance
- Growing estate responsibility
- Growth in charitable activity
Get in touch with us to see how we can help with your financial investments.
