The strength ofPersonalized Solutionsto reach your goals

We’re here to help you feel confident in your financial future.

Your Journey Matters

At Vosberg Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using our Total Retirement Roadmap process, to help you address your financial needs and concerns.

Total Retirement Roadmap Process

Our Total Retirement Roadmap process is designed to focus on the five foundations of retirement: Income Planning which includes Social Security Planning, Tax Planning, Investment Planning, Health Care Planning and Legacy Planning.

The following are the 5 Foundations of Retirement:

We offer services in these 3 areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 626.358.5458.