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The Lindenberg Wealth Management Group works with individuals, families and business owners and has more than 60 years of combined experience in the financial services industry. It is our mission to help clients create and preserve their wealth through sound financial advice and investment management strategies tailored for each investor, delivered with the highest level of personal service.

Working with the Lindenberg Wealth Management Group you can expect:

  • Professionals who listen to your wants, understand your needs, and recommend objective, meaningful investment strategies created in your best interest

  • A portfolio designed to maneuver through ever-changing markets, while remaining diversified

  • Comprehensive updates on your investment performance

  • Alerts to potential investment opportunities

  • Support from a team that is dedicated to exceeding your expectations

  • Coordination with clients' trusted advisors such as attorneys and CPAs

Our team uses advanced technology and an innovative advisory process, including the exclusive Envision® planning program, designed to help you better enjoy your life today, while pursuing realistic goals for tomorrow.


We start with your life and plan your money around it.
That simple fact is at the center of everything we do.