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Wealth Management and Financial Planning

Based in Delray Beach, our wealth management and investment philosophy involves a specific individualized approach to each client’s unique circumstances. We never take a cookie-cutter approach to wealth management and financial planning. Our objective is to create a financial plan that best meets your individual needs, while at the same time attempting to mitigate risk for varied economic scenarios. We utilize a 4-pronged approach toward diversification, managing risk by diversifying throughout all appropriate asset classes, equity styles, geographic regions, and investment philosophies.

At Greenberg Financial Group in Delray Beach, FL, we provide objective wealth management and financial planning integrated with your personal, financial goals. Whether it is starting a college plan for your children, saving for retirement, or modifying your investment objective, we can provide a solution customized to your needs. Please allow us to provide you with a no-obligation second opinion for your investment portfolio.

Please view some of the subjects in our library below regarding different topics.  Take a peek....our presentations are entertaining and educational.


We create strategies tailored to your goals

View Our 'Retirement' Planning Library


Without any conflicts of interest we put your needs first.

View Our 'Investment' Planning Library


We enjoy building trusted relationships that span generations.

View Our 'Lifestyle' Planning Library

Estate Planning

Learn strategies to safeguard your estate and create a legacy

View Our 'Estate Planning'Library


Learn and understand different taxation issues and how they might apply to you.

View Our 'Taxation' Library


Educate yourself on how to manage money and interesting general perspectives

View Our 'Money' Library