SPIELBERGER & BROOKS

Since its inception in 1998, Spielberger & Brooks Wealth Management, Inc. has anchored its investment philosophy on diversification and quantitative asset allocation... 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... Combining the different areas of financial planning, helps us to better understand client's needs, objectives, and desires which in turn helps clients to achieve many of their financial goals. We take a proactive, structured approach to communicating with our clients about the specific life circumstances that are likely to impact their financial future. Changing life stages and the associated financial..

Also known as: Spielberger & Brooks Wealth Management, Inc., Spielberger & Brooks, Inc., Spielberger Dampf Brill & Levine LLC

Primary location: Jericho United States