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About Treiberg Wealth Management |
I am in the business of helping my clients work towards their financial goals. I do this by using
a total wealth management approach.
Each area is important individually, but managing them all collectively is one of the most
important considerations Investments, taxes, insurance, estate planning: the list of financial
concerns and considerations facing you today is seemingly endless. And there are no easy answers
in your overall financial success.
My approach may help you invest conservatively, reduce your exposure to taxes, address your
insurance needs and provide a plan to transfer your wealth to your children and grandchildren.
Securities offered through LPL Financial, member FINRA/SIPC.
Investment advice offered through Treiberg Wealth Management, a registered investment advisor and
separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or
transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado,
Texas, Florida. |
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General Information |
| Years of Experience in Financial Services: |
12
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| Work Experience: |
After 13 years in a corporate position here in
Tucson, I decided to pursue my own practice.
After eight years, I couldn't be happier that I
made that decision. My life experiences are
far and wide and provide a solid basis from
which to advise my clients in their financial
affairs.
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| States Licensed in: |
AZ, IN, MN, CO, TX, FL, WA
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| Number of Years with Current Firm: |
10
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| Insurance License#: |
894743
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
LPL Financial
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| States Willing to do Business in: |
All States
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Education |
| Academic Background |
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| BS, Rose Hulman Institute of Technology, 1993
MS, University of Southern California, 1997
MBA, University of Arizona, 2001 |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Email, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFP®, MBA
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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I seek a lasting relationship with my clients that is founded on increasing trust that I will always act in their best interests. I invest my client's assets in a manner which is consistent with their risk tolerance, time horizon, and purpose for those assets. |
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How are you compensated? How will I pay for your services? |
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I am compensated on a fee-only basis. |
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How many clients do you currently manage? |
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Our firm has approximately 150 clients. |
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Will you be the only person working with me? |
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No, we work in a team environment with a well-trained staff. |
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How much risk should I be willing to take? |
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Every situation is unique and I would need to get to know you and your situation prior to recommending any investment. |
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Have you ever been charged with any breaches? |
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What services do you offer? |
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Fee-only asset management, retirement income planning, estate planning, long term care planning, life insurance planning. |
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Why should I choose you as my financial advisor? |
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I have a bachelor's degree and two graduate degrees. As a CERTIFIED FINANCIAL PLANNER", I am held to high ethical standards and have demonstrated the competence to assist my clients in all their financial planning needs. A CFP® practitioner adheres to certain practice standards which assure clients that they are receiving professional financial advice based on the recognized norms of the industry. |
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