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About Us

We offer holistic wealth advice that considers every financial decision through a tax-efficient lens

Firm History & Mission

Our mission is to help our clients reach their financial goals through professional advice, sound risk management, quality investment products, and personal, efficient service. We appreciate the chance to educate our clients about values-based financial life planning and to help them learn more about who we are and how we can help them.
 
As an independent fiduciary financial advisor, Ginsberg Wealth Management LLC offers you a unique financial strategy, not a generic investment program. We believe in personalization and clear, easily understood financial advice.

Meet Our Team

Howard Ginsberg, CPA

Howard Ginsberg, CPA

Howard is an Investment Adviser Representative of Cetera Investments Advisers LLC. and a Registered Representative of Cetera Financial Specialists LLC. He is also a Certified Public Accountant with over thirty years of professional financial experience.

Lucy

Lucy

Meet Lucy, our Chief Happiness Officer (CHO) and Fur-nancial Advisor.

While she may not give investment advice, she is an expert at supervising snack breaks, napping on the job, and offering cuddles.

Cetera Financial Specialists LLC & Resource Partners

Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting Ginsberg Wealth Management LLC. 

Cetera Financial Specialists LLC & Resource Partners

Our partnership with Cetera Financial Specialists LLC allows us to provide clients with top-tier resources and expertise. This includes:

In-depth market perspectives

Timely economic insights

Asset allocation guidance

Money manager recommendations

Model
portfolios

Performance monitoring tools

Let's Discuss Your Financial Goals

Schedule a consultation

Schedule a consultation to review your situation and how we can help.