When it comes to advice, the stakes matter.

While it makes sense to ask friends or the internet for advice on which TV show to watch, your financial security is another story.

But how often do you make under-informed financial decisions because you don’t know where to turn for independent advice?

You don’t have to live with financial anxiety.

Protect your loved ones

Address key areas of financial vulnerability to avoid financial pitfalls.

Pursue your life’s goals

Make well-informed decisions and leave the heavy lifting to us.

Leave a legacy that matters

Create an estate planning strategy that aligns with your vision.

We know how hard it is to find someone you can trust for important financial decisions. Pinsker Wealth Management has been providing timely advice to people like you for 25 years.

Jerry was there to support me every step of the way through a difficult life transition. I know I can always call Jerry with practically any question, and he will make the time to help.

Sylvia B.

I work with Pinsker Wealth Management because they do so much more than just investment planning. They are holistic advisors across multiple areas of my life.

Brian A.

As a business owner, I greatly value Jerry’s responsible, forward-looking approach to investment management. He has tremendous integrity, which is hugely important to me and my family.

Johan N.


These testimonials were provided by clients of Pinsker Wealth Management, Inc. (d/b/a for LPL Financial, LLC). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. The investment advisor representatives associated with Pinsker Wealth Management, Inc. do not have any material conflict of interest with the persons giving these testimonials.

You Can Become Financially Resilient

At Pinsker Wealth Management, we know that you want to become financially resilient. To do that, you need to make well-informed financial decisions. The problem is it isn’t always easy to know what you should do or who you can trust, which makes you feel anxious and unprepared to make important decisions for life’s pivotal moments.

We believe that anyone can become financially resilient with the right guidance. We understand that under-informed financial decisions can cause stress and unintended consequences, which is why we take the time to provide personal education and advice to you and your loved ones.

Here’s how we do it:
  • 1
    We have an introductory meeting to get to know you, your family, your needs, aspirations and challenges.
  • 2
    We provide you with different options and help you make educated decisions
  • 3
    We implement whatever you decide and adapt over time as your needs and circumstances evolve.

So, request a complimentary meeting now. And in the meantime, download our Five Investing Pitfalls guide to get started. So you can stop feeling anxious about important financial decisions and start feeling confident in your future.