Broker Check


At Steinberg Investment Group, we serve clients and businesses in all areas of wealth management, including:

Investment and Retirement Planning

We help make the most of the employer-sponsored personal investment, retirement plans, and IRAs by determining how much may be needed to retire comfortably—and managing assets before and during retirement.

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.

Tax Management

We help to ensure income portfolios are tax-efficient by developing tax-saving investment strategies and, if necessary, referring clients to our select qualified tax planning specialists.

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. | 503-488-2025