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About Us

Gottlieb Wealth Management focus and specialization is in wealth management, financial guidance, retirement planning and investment counsel. With over 25 years of experience, we aim to provide the most personal service building long term client relationships that are based upon respect, trust and confidence through honest communication. Our principles define our character and guide us to honor and respect the personal ideals and beliefs of each client we serve.

Gottlieb Wealth Management believes that a thorough understanding of your current financial situation is vital to successfully make prudent decisions concerning your financial future. Retirement can be overwhelming, but we are committed to understanding your unique needs and situation as individual investors.

We place our clients’ first, with personalized services and proper advice for their best interests while maintaining a disciplined approach. Our firm offers financial guidance and investment counsel to clients with dedication, wisdom, knowledge and integrity while providing comprehensive service and support that aims to exceed expectations.

Our commitment is to deliver to you excellent financial planning, advice, guidance and investment counsel, as well as exceptional ongoing service and support.