Michael Steinberg, AWMA

I am a graduate of Texas Tech University with a Bachelor of Business Administration in Finance and moved to Fort Worth in 1982 to join the First National Bank of Fort Worth. In 1988, I married Kim Petersilie and this year we celebrated our 36th wedding anniversary. Currently I hold the Accredited Wealth Management Advisor designation from the College for Financial Planning. Professionally I have been affiliated with Wells Fargo Advisors and its predecessors since 1990. My main business focus is on planning and transitioning wealth from one generation to the next. In my 34 plus years of experience in the financial services industry, I have had the privilege of advising three generations of family members. Those individuals have shown confidence in my stable and careful approach towards their financial goals. As an Ironman athlete, I bring the same preparation; discipline and coaching necessary to complete this type of endeavor directly to the process of wealth management. I provide the planning, guidance, continuous evaluation, and adjustments for them to reach their finish lines. I have been selected Platinum Council by Wells Fargo Advisors for 2018-2021 and a Five Star Wealth Manager as seen in Texas Monthly Magazine each year beginning in 2012 thru and including 2023. In 2024, the Breen-Steinberg Private Wealth Management Group has been named Forbes Best-In-State Wealth Management Team. I have over $150 million in assets under management as of 06/30/2024. Among my local activities I am a member of the Fort Worth Airpower Council, River Crest Country Club, and USAT. I enjoy triathlons and hunting with Kim and our GSP's, Brodie & Remy.