We strive to build long-lasting relationships with our clients, offering education and guidance. At Steinberg & Associates Wealth Management, our goal is to help you feel confident about your financial future. We want to learn about your personal situation, identify your goals and understand your tolerance for risk.
Services
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.
Barry G. Steinberg graduated from Indiana University in 1985 with a bachelor's of science degree in Accounting and graduated in the top 1% of his class. He completed his Masters of Science in Taxation at DePaul University in. Amy Kite has been working with Steinberg & Associates for three years as a Client Service Associate.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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