Stulberg Wealth Management

Stulberg Wealth Management Group of Wells Fargo Advisors is proud of our 40 years of experience guiding our clients to partake in the rising market environment over these last four decades. We are recognized for our fundamental and strategic approach to investment management. Our practice is particularly client centric.
As a licensed CIMA® (Certified Investment Management Analyst), Jac B. Stulberg is the Managing Director of Investments overseeing a team of highly qualified, and skilled professionals who possess unique talents in distinguished areas of expertise. On a fully comprehensive basis, we offer our clients guidance on investment management, estate planning strategies, and a host of other sophisticated techniques for preserving, and then enhancing wealth. For corporations we offer retirement planning according to ERISA, as well as corporate cash management solutions.
Among a long list of clients which have sought assistance, we are proud to include corporations, foundations, Family Offices, serial entrepreneurs and ultra-high net worth individuals. Most of all, irrespective of account size, we cater to each client and their specific needs as if they were our only client. “Each client comes first” is our motto!
For each engagement, our primary focus is to become fully aware of each client’s history and their objectives. Subsequently, we create customized strategies which harmoniously match each client’s multiple important goals, including time horizon, risk tolerance, and specific cash flow requirements. We communicate with clients regarding their financial needs and are available to address questions as they arise.
All inquiries are held on a discreet and strictly confidential basis.