Wittenberg

Wittenberg Investments is a registered investment advisor firm that provides ongoing financial planning and investment management. The firm describes itself as independent and fee-only, and its services cover retirement planning, portfolio construction, asset allocation and rebalancing, along with estate and legacy coordination and philanthropy planning. Support is also offered through liquidity events, business sales and decisions about concentrated stock.

The firm is in Troy, Michigan, at Coolidge Highway and Kirts Boulevard offices. Clients start with a discovery conversation about goals, timelines and concerns, and the firm stays in touch as markets and life circumstances change. Founder Ken Wittenberg leads the firm, and the office is open on weekdays with a 9 AM to 6 PM listed schedule.