MICHAEL WAXBERG
Private Wealth Advisor
Fortify Capital | Wealth Management & Insurance Services
Michael Waxberg has spent over two and half decades building a nationally recognized investment and financial planning practice, and is deeply rooted in the legal, entertainment and business communities advising on comprehensive retirement, investment and estate planning strategies.
Waxberg and his team at Fortify Capital work closely with clients to make a comprehensive assessment of their goals and planning needs. They then use this information to create and track a financial plan which include risk planning, pre-tax and after-tax savings strategies, investment management, retirement distribution and estate planning. His team is dedicated to a multi-generational approach in its work with clients, aiming to provide long-term continuity and support.