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Sunday, Dec 22, 2024

Leaders of Influence: Investment Bankers 2024 – Michael Waxberg

Custom Content by the Los Angeles Business Journal

MICHAEL WAXBERG
Private Wealth Advisor
Fortify Capital | Wealth Management & Insurance Services

Michael A. Waxberg is the founder and private wealth advisor of Fortify Capital, a member firm of the Northwestern Mutual Private Client Group. Waxberg has spent over two and half decades building a nationally recognized investment and financial planning practice. He is deeply rooted in the legal, entertainment and business communities, regularly advising on comprehensive retirement, investment, and estate planning strategies.

Waxberg has in-depth knowledge of tax-efficient and business planning and works with both individuals and businesses to help navigate the ever-changing financial landscape. He and his team work closely with clients to make a comprehensive assessment of their goals, objectives and planning needs, then use this information to create and track a financial plan. This includes risk planning, pre-tax and after-tax savings strategies, investment management, retirement distribution and estate planning. Additionally, he is a board member for the Collins-Katz YMCA Board of Directors.

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