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Family Portrait

Who We Help

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.​

Retirees

Springberg Wealth Management offers expert financial planning and personalized investment strategies to help retirees secure a stress-free retirement while preserving wealth, minimizing taxes, and managing risk.

 

Our experienced advisors provide tailored guidance for legacy planning, healthcare funding, and maximizing Social Security, delivering financial clarity and helping retirees gain confidence.

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Families and Couples

Cafe Owners

Business
Owners

Owning a business offers unique tax planning and investment opportunities, along with added complexities. Business owners can benefit from tax-favored retirement plans, employee retention strategies, and buy/sell agreements to reduce tax liability, protect partners, and support long-term success.

Getting Started Is Easy!

Take control of your financial future. Contact us today to schedule a free consultation and take the first step towards achieving your financial aspirations.

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Address: 

10 Acoma Blvd South, Suite 102

Lake Havasu City, AZ 86403

 

Hours: 

Mon - Fri 8am - 5pm

Sat - Sun Closed

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Phone: 

(928) 855-9421

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Email:

​Info@springbergwealthmanagement.com

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide legal or tax advice, please consult with a legal or tax professional.

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This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CT, CO, DE, FL, GA, HI, ID, IN, IL, KS, KY, MD, MA, ME, MI, MN, MO, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WV, WI, WY. No offers may be made or accepted from any residents outside of the specific states referenced.

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FINRA SIPC BrokerCheck CRS

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.

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