OUR SERVICES
Springberg Wealth Management focuses on four core areas. By matching our client’s needs with appropriate strategies and products, we develop the plans best suited for working toward goals. The four areas are:
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Individual Investment and Wealth Management
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Corporate Sponsored Retirement Plans
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Business Planning
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Estate Planning
As a client of Springberg Wealth Management, you will have a specialist focused on achieving your goals and objectives. You will receive a high level of personal attention and be given access to comprehensive financial solutions in anticipation of your future.
Contact us today at: (928) 855-9421
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. In 1993 Jerry’s son Brian joined the firm, becoming a Certified Financial Planner himself in 2001 and took over the financial planning business that same year when Jerry retired. And in July of 2024, Brian's son Sam joined the firm as a financial advisor, adding a third generation to the practice. 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.
