About Spielberger & Brooks Wealth Management, Inc.
Since its inception in 1998, Spielberger & Brooks Wealth Management, Inc. has anchored its investment philosophy on diversification and quantitative asset allocation.
The firm combines the highly personalized concierge services of a family office, with the sophisticated resources of an institutional investment consulting firm.
Spielberger & Brooks believes in open architecture solutions and unbiased advice, setting the industry standard for today’s wealth management firms. Spielberger & Brooks is a market leader in objective wealth counseling for affluent investors.
Our Model
Outstanding Investment Performance
Outstanding Investment Performance
Outstanding Investment Performance is one of Spielberger & Brooks Wealth Management’s core pillars.
Exceptional Service
Exceptional Service
Exceptional Services is another core pillar to the Spielberger & Brooks Wealth Management model.
Objectivity and Innovation
Objectivity and Innovation
Objectivity and innovative thinking are another key pillar to the Spielberger & Brooks Wealth Management model.
Specialized for High Net Worth Families
Specialized for High Net Worth Families
Spielberger & Brooks Wealth Management integrates well with the increasingly sophisticated demands of high net worth families.
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.
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