
Weinberger Asset Management
Weinberger Asset Management, Inc. (WAM), based in Los Angeles, California, is an independent, fee-only registered investment advisor established in 1993. The firm specializes in private wealth management, comprehensive financial planning, and marital and divorce financial analysis, catering to clients across various life stages. WAM emphasizes a fiduciary commitment, ensuring that clients’ interests are prioritized in all situations.
Their approach involves a personalized discovery process to understand clients’ values and goals, leading to tailored financial strategies. Additionally, WAM offers a complimentary second opinion service, providing a Total Client Profile and personalized analysis to prospective clients. The firm’s leadership includes President Alex Weinberger, CFP®, CDFA®, who brings extensive experience in investment analysis and financial planning.