Springberg Wealth Management
Springberg Wealth Management specializes in six core areas:
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Investment Planning
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Retirement Planning
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Insurance Planning
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Estate Planning
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Tax Planning
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Comprehensive Financial Planning
By aligning our clients' needs with the right strategies and products, we create personalized plans that are focused on achieving your financial goals. Our tailored solutions are designed to help you navigate the path toward success.
Our Story
Springberg Wealth Management’s origins in Lake Havasu City began when Jerry and Nancy Springberg moved here with their three sons in 1973.
Jerry entered the insurance business and eventually became Mohave County’s first CERTIFIED FINANCIAL PLANNER® professional. In 1993, Jerry’s son Brian joined the firm, becoming a CERTIFIED FINANCIAL PLANNER® professional himself in 2001 and took over the financial planning business that same year when Jerry retired.
And now with a third generation CERTIFIED FINANCIAL PLANNER® professional, Brian's son Sam, the firm can continue to dedicate itself to clients for years to come. To this day, the company’s motto of Service, Integrity and Expertise still stands as Brian, Sam and their staff work with clients to achieve their financial goals.
