Services
Services
At Steinberg Investment Group, we serve clients and businesses in all areas of wealth management, including:
Investment Management
We assist in determining our clients' asset-allocation needs by helping understand their risk tolerance, and recommending suitable investment vehicles to help them manage their individual goals. We also have the astute ability to tactically make changes as opportunities and threats arise.
Estate Planning
We work with our select estate planning and trust specialists to review wills and trusts to help preserve the estates for the intended heirs. We help with beneficiary designations, reducing potential exposure to estate taxes and probate costs, and coordinate with our clients' tax and legal advisors.
*Steinberg Investment Group and LPL Financial do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@steinberginvestmentgroup.com | 503-488-2025