wiseradvisor

Michael Treiberg CFP®
Treiberg Wealth Management, Inc.

Tel: (520) 232-0505
3573 E Sunrise Drive, Suite 115
Tucson, AZ 85718
Treiberg Wealth Management, Inc. | Financial Advisor in Tucson ,AZ

About Treiberg Wealth Management, Inc.

We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. 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.


General Information

Firm Start Year:   2001
No.of Employees:   5-9
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ, CA, CO, DE, FL, ID, IN, KY, MI, MN, MO, NC, NJ, NY, TX, VA, WA, WI
Number of Years with Current Firm:   18
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Life, Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $250,000.00
Compensation Methods:   Hourly, Flat Fee, Based on Assets



Faqs

  • What are your qualifications? What is your education background? CFP (Certified Financial Planner), AIF (Accredited Investment Fiduciary), RICP (Retirement Income Certified Professional), ChFC (Chartered Financial Consultant).
  • What services do you offer? Portfolio management and financial planning.
  • How are you compensated? How will I pay for your services? Asset based fee of flat fee
  • Have you ever been charged with any breaches? No
  • What services do you provide? What are your specialties? Portfolio management and financial planning. Our specialty is portfolio management near or during the transition to retirement.
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Michael Treiberg CFP®

Michael Treiberg CFP®

AIF, CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®

My Team

Devin Welch
Devin Welch Senior Financial Advisor, Accredited Investment Fiduciary®

Eric Mattingly
Eric Mattingly Certified Financial Planner"

Jason Deeds
Jason Deeds Client Service Associate

Donna Civitella
Donna Civitella Operations Manager

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:30 PM

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