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Michael Treiberg, ChFC®, 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.

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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
Work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors

Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Our Office, Via Phone

Qualifications & Memberships

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

Compensation and Fees

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

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Faqs

Why should I choose you as my financial advisor?

CFP (Certified Financial Planner), AIF (Accredited Investment Fiduciary), RICP (Retirement Income Certified Professional), ChFC (Chartered Financial Consultant).

How do you charge for your services?

Asset based fee of flat fee

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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Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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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