About Us
At Holzberg Wealth Management, we strive to provide you with the vital information you need to make safe and profitable financial decisions as we travel together through the uncharted waters ahead.
OUR MISSION
We work with you to create personalized financial plans to act as a map along your financial journey.
At HWM, we provide expert financial planning and investment management services and strive to help individuals and families achieve financial security and independence. We are committed to providing unbiased, transparent, and client-centered services to help you make more informed decisions about your money and reach your financial goals.
OUR STORY
Holzberg Wealth Management was founded in 2013 as an independent, family-owned and operated wealth management practice based in Marin County, servicing clients locally in the San Francisco Bay Area and virtually nationwide.
A Father-Son Team
We bring a special dynamic to our work, and we love what we do. We love meeting new people. We love hearing about their journeys and what led them to us. And we love every opportunity to explore and grow with our clients as we walk the path to financial freedom together.
Growing Together
Each new individual and family we meet is an opportunity for us to positively impact their lives. It brings us great pride and joy that we can help plan unique financial paths so that you can pursue your most fulfilling life.
Our clients appreciate the personal touch and meticulous attention to detail we bring to the financial planning process. As Harris says,
"Every detail is a whole new world."
We are committed to helping you achieve financial success, and we believe this is evidenced in the long-lasting relationships we have with our clients, some of whom have been with us for decades.
A Passion for Serving Others
Our clients value not only our expertise and experience but the genuine care and dedication we give each of them. Our passion for serving others encourages a deep appreciation for what is important in life, resulting in outstanding outcomes for you and your family.
PROUD MEMBERS OF
About Harris
Harris is a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) at Holzberg Wealth Management. He began his career four decades ago, traveling the country and teaching the securities licensing exams to stockbrokers and supervisors. He has worked at many prestigious firms, including Prudential-Bache, First Union Securities, Wedbush Securities, and The Equitable Life Assurance Society of the United States. Harris has also distinguished himself as an expert witness in domestic and international arbitrations testifying in complex securities litigation. He has also contributed his expertise to help write test questions for the financial advisor licensing exams on behalf of the North American Securities Administrators Association (NASAA).
t: 415.891.4046
f: 415.945.8821
e: harris@hwmfa.org
About Marcus
Marcus is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Before joining the firm, Marcus worked for the private equity and consulting firm AlphaSights in downtown San Francisco. From there, he moved to Manhattan, working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, brand relations, and more.
t: 415.847.3433
f: 415.945.8821
e: marcus@hwmfa.org
