Fineberg Wealth Management, LLC

Overview

Fineberg Wealth Management, LLC is a small, fee-based advisory firm focused on serving individual and family clients, with advisory services that extend to small businesses. The firm acts as an insurance broker in addition to providing discretionary portfolio management, and its business model centers on percentage-of-AUM fees. Investment activity is equity-biased: the firm favors exchange-traded equities and implements portfolios primarily through liquid, public instruments rather than large allocations to private or institutional-only strategies. Fineberg does not self-identify as an active ESG investor and appears to run a single-office practice concentrating on hands-on management for a compact client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices