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"excerpt":" --> Financial Advisor in Courte Madera, Marin County, San Francisco Bay Area | HWM top of page Schedule An Intro Call START HERE Services Financial Planning Investment Management Retirement Planning Tax Planning Estate Planning Insurance Planning How Does It Work? Get A Second Opinion About Our Story Our Team Fiduciary Advisors Contact Who We Serve Resources Previous Newsletters In The Media Client Portal More Use tab to navigate through the menu items. Take the Guesswork Out of Managing Your Wealth Comprehensive financial planning for people who want clarity, confidence, and better outcomes for life ’ s biggest decisions. Schedule An Intro Call Financial Advisor in Corte Madera, Serving Marin County and the San Francisco Bay Area Featured In Financial Advisors Serving the San Francisco Bay Area and Nationwide From Our Office in Corte Madera Your financial life can feel like a foggy windshield – when you can’t see where you’re going, it’s easy to make wrong turns . And as life gets more complex, the fog only thickens. Promotions, career changes, running or selling a business, inheritances, divorce, retirement – each one brings new decisions you’ve never had to make before, and the stakes keep getting higher. You might be feeling it already: You’re not sure if you’re saving enough, or investing it the right way You’re paying more in taxes than you should, but don’t know what to do differently Your financial accounts are scattered, and no one is looking at the full picture The big decisions, like retirement, estate planning, and protecting your family, keep getting pushed to ‘someday’ Let’s clear away the fog and give you a better view of your financial future. Schedule An Intro Call Our Wealth Management Services When your financial life is thoughtfully managed and working in harmony, everything feels more in control. W e help you make intentional decisions that align with your values and long-term goals . By integrating all aspects of your financial picture, we create a comprehensive strategy where everything works together seamlessly . COMPREHENSIVE FINANCIAL PLANNING Personalized financial strategies that bring together every aspect of your financial life into an integrated plan so you can maximize the potential to meet your financial goals. TAX PLANNING Minimize your tax burden through proactive strategies that align with your broader financial goals, helping you keep more of what you earn. INVESTMENT MANAGEMENT Design a professionally managed portfolio aligned with your goals, time horizon, and risk tolerance. We emphasize efficiency, cost-consciousness, and long-term discipline. ESTATE PLANNING & LEGACY BUILDING Preserve and pass on your wealth with clarity and intention. We help you build a plan that reflects your wishes, supports loved ones, and incorporates charitable goals where desired. RETIREMENT PLANNING Strategies for savings, income, withdrawal rates, and benefits – all designed to support a secure and fulfilling retirement. INSURANCE PLANNING Protect what you ’ ve built. We help evaluate risks and guide you on insurance strategies to reduce uncertainty and support long-term financial security. Explore More of Our Services About Our Firm Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only , so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and nationwide with the financial decision-making process to organize, grow, and protect your assets. Read More The founder of Holzberg Wealth Management, Harris is an expert in investing and retirement planning with over four decades of experience. Chartered Financial Consultant® Chartered Life Underwriter® Harris Holzberg ChFC®, CLU® Read More TM Marcus specializes in financial planning for young professionals, as well as student loan analysis and employer stock options. CERTIFIED FINANCIAL PLANNER Marcus Holzberg, CFP® Meet the Team Why Holzberg Wealth Management Together, we build a customized plan designed to align your wealth with what matters most – your goals, values, and vision for the future. We ’re committed to delivering value that’s always in your best interest, helping you achieve lasting financial freedom and peace of mind. FIDUCIARIES & FEE-ONLY We act solely in your best interest, always. As fee-only financial advisors, we don’t earn commissions or referral fees. Our only compensation comes from the transparent fee we agree upon together, so there are no hidden incentives – just objective advice you can trust. PERSONALIZED SERVICE No two clients are alike. That’s why we take the time to understand your specific circumstances and priorities. As a client, you become par",
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