---
title: "About"
date: 2025-10-07
author: "Nathan Ingram"
featured_image: "https://pinskerwealth.com/wp-content/uploads/2025/10/about.jpg"
---

# About

#  About Pinsker Wealth management 

##  Guidance You Can Value for What Matters Most 

We simplify complexity and help reduce anxiety so you can make confident decisions about your future.

 <a aria-label="Click Here" href="" role="button" target="_self"> Click Here </a>##  Our Story 

*We founded this firm to help families find clarity and confidence in every financial decision.* – Jerrold Pinsker, JD

Founded by Jerrold “Jerry” Pinsker, JD, Pinsker Wealth Management began with a simple goal: to help families make sense of financial complexity and build secure futures. Jerry’s background as an attorney and business leader shaped his holistic view of wealth, one that connects legal insight, strategic planning, and personal relationships.

After decades advising clients on estate and financial matters, Jerry saw a need for something more personal: a place where families could receive independent, integrated advice from a team that truly knew them. That vision continues to define Pinsker Wealth Management today.

##  Your Family’s CFO 

We guide families through every stage of life with thoughtful strategies designed with a goal to grow, protect, and preserve what matters most.

- Seek to grow and preserve your wealth over time
- Protect against unexpected events that can derail your plan
- Support the people and causes you care about
- Minimize taxes through proactive planning
- Leave a legacy that reflects your values
 
Let’s talk about what matters most to your family.

 <a aria-label="Click Here" href="" role="button" target="_self"> Click Here </a>##  Your Partners in Planning 

Our team combines decades of experience across law, business, and finance, united by a shared commitment to caring for clients like family.

 ![An older man with gray hair and glasses smiles at the camera. He is wearing a light pink collared shirt, posed in front of a neutral, dark background-an approachable Financial Planner from Pinsker Wealth.](https://pinskerwealth.com/wp-content/uploads/2025/11/jerrold-pinsker-800x800.jpg)###  Jerrold B. Pinsker, JD 

Principal

Jerrold “Jerry” Pinsker is the founder of Pinsker Wealth Management in Greensboro, North Carolina, where he leverages his extensive experience in law, business, and finance to provide strategies for life’s biggest challenges. Jerry holds a degree from Duke University with Honors in Economics and a Juris Doctorate from the University of North Carolina at Chapel Hill. His career spans roles from judicial law clerk and estate planning attorney to CEO in the packaged goods industry, culminating in establishing Pinsker Wealth in 1998. Jerry’s approach is grounded in a deep understanding of various disciplines, enabling him to offer comprehensive advice and practical strategies.

 ![A man with light skin and brown hair smiles at the camera, wearing a light pink collared shirt and a dark jacket-capturing the approachable professionalism of Financial Planner Pinsker Wealth. The background is softly blurred.](https://pinskerwealth.com/wp-content/uploads/2025/11/preston-neal-800x800.jpg)###  Preston Neal, MBA, TPCP® 

Financial Advisor

Preston Neal has a decade of experience in financial services. Before joining Pinsker Wealth Management, he spent 7 years in strategy and planning roles at Fidelity Investments, where he advised business leaders and delivered client-facing services. A devoted husband and father, Preston became an advisor to use his talents to help families make informed decisions and reduce their financial anxiety. Preston holds a B.A. with High Honors from Brandeis University and an MBA in Finance from UNC-ChapelHill. He is also a Tax Planning Certified Professional®. An active leader in the Boston Jewish community, Preston currently resides in Cambridge, MA with his wife, son, and rescue dog.

 ![A middle-aged man with short gray hair, Financial Planner at Pinsker Wealth, wears a dark suit, white shirt, and striped tie while posing against a plain dark background.](https://pinskerwealth.com/wp-content/uploads/2025/11/arthur-herzog.jpg)###  Arthur Herzog, MS, CFP®, CRPC® 

Director of Operations

Art is Director of Operations at Pinsker Wealth Management. He holds a Masters of Science degree in Financial Planning. Since first starting in the business as a college intern more than 30 years ago, Art has been Financial Planning Manager, Director of Financial Planning, Chief Compliance Officer and now Director of Operations at Pinsker Wealth Management. Art graduated with High Distinction from the University of Michigan with a BBA in Finance and a Minor in Economics. He began working in the financial services industry in 1992. Art’s career has been focused on helping people and he looks forward to assisting you.

##  We Serve Every Family as Our Own 

Check the background of investment professionals associated with this site on FINRA’s [BrokerCheck](https://brokercheck.finra.org).

 ![icon-checkmark](https://pinskerwealth.com/wp-content/uploads/2025/10/icon-checkmark.svg) Personal Relationships First We take time to understand your family dynamics, goals, and values so that every plan reflects what matters most.

 ![icon-checkmark](https://pinskerwealth.com/wp-content/uploads/2025/10/icon-checkmark.svg) Seamless, Anticipatory Service Our clients value simplicity. We aim to anticipate needs before they arise and remove procedural friction wherever possible

 ![icon-checkmark](https://pinskerwealth.com/wp-content/uploads/2025/10/icon-checkmark.svg) Collaborative Expertise We believe in teamwork – connecting with your legal and tax professionals to ensure everyone is aligned and informed.

 ![](https://pinskerwealth.com/wp-content/uploads/2025/11/youtube-thumbnail.jpg "youtube-thumbnail") Play Video Discover the heart behind our approach to financial guidance.

##  Connected to Our Community 

We believe a strong community is the foundation for lasting well-being. That’s why our team actively supports organizations like these that enrich lives across North Carolina and beyond.

 ![Logo of the Carolina Foundation for Jewish Seniors, featuring a stylized blue and gold flame, the acronym ](https://pinskerwealth.com/wp-content/uploads/2025/11/Carolina-Foundation-for-Jewish-Seniors-Logo.png) ![](https://pinskerwealth.com/wp-content/uploads/2025/11/Combined-Jewish-Philanthropies-Logo.svg) ![Logo of the Greensboro Jewish Federation featuring a stylized menorah with a flame, alongside the organization's name in blue text-supported by Financial Planner Pinsker Wealth.](https://pinskerwealth.com/wp-content/uploads/2025/11/Greensboro-Jewish-Federation-Logo.png) ![Logo of the Jewish Foundation of Greensboro with a blue Star of David containing a yellow flame, the organization's name beside it, and supported by Financial Planner Pinsker Wealth.](https://pinskerwealth.com/wp-content/uploads/2025/11/Jewish-Foundation-of-Greensboro-Logo.png) ![Noble Academy logo featuring a knight's helmet on a shield with laurel branches, next to the text ](https://pinskerwealth.com/wp-content/uploads/2025/11/Noble-Academy-Logo.png) ![Blue hands form a Star of David, symbolizing unity. ](https://pinskerwealth.com/wp-content/uploads/2025/11/Temple-Emanuel-Logo.png) ![The Arc of Greensboro logo, featuring an orange and yellow curved line above the organization's name in black text on a white background, is proudly supported by Financial Planner Pinsker Wealth.](https://pinskerwealth.com/wp-content/uploads/2025/11/The-Arc-of-Greensboro-Logo.jpg)