Our Story
Weisberg Capital Management was founded in honor of our friend and inspiration, Paul M. Weisberg, whose legacy of wisdom, humility, and loyalty continues to shape everything we do.
The name “Weisberg” — meaning White Mountain in German — symbolizes clarity, strength, and high perspective. These same qualities guide our commitment to delivering clear, objective financial advice.
Weisberg Capital Management exists to serve:
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Business owners who want to design more innovative retirement plans, reduce tax burdens, and build lasting wealth.
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Families and individuals seeking personalized financial planning, investment
management, and generational wealth strategies. -
Organizations and communities responsible for reserve funds who need disciplined, compliant, and transparent fund management.
We’re based in Palm Desert, California, and proud to be locally rooted in the Coachella Valley—with deep ties going back three generations. While we serve clients throughout California and across the country, our commitment to personal relationships and fiduciary care reflects our small-town values and local pride.
Our Mission
To deliver fiduciary financial advice that is:
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Rooted in professional integrity and sound judgment.
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Focused on managing risk, growing wealth, and supporting long-term goals.
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Customized to align with each client’s unique values, vision, and financial priorities.
We guide clients through key financial decisions—whether designing a 401(k) plan, planning for retirement, or managing a complex portfolio—with clarity, experience, and a deep commitment to their success.
Our Vision
We envision a future where every client feels supported, empowered, and in control of their financial life—while those around them benefit from the clarity, stability, and confidence that strong financial planning creates.
Through fiduciary guidance, evidence-based investing, and personalized strategies, we help clients make informed decisions, strengthen their families, support their employees, and contribute to more financially resilient communities.
Our Values
Integrity
As fiduciaries, we’re legally and ethically bound to act solely in your best interest. Every strategy we deliver is grounded in doing what’s right.
Clarity
We believe in full transparency. That means explaining investment and retirement decisions in plain language, with no hidden agendas or complex jargon.
Excellence
Our team brings deep experience and advanced training to deliver institutional quality planning with boutique-level care.
Stewardship
We treat your financial future with the same seriousness we treat our own; protecting your assets, your plan, and your peace of mind.
Empathy
Your goals matter. We take time to understand your story, your priorities, and your
financial dreams before we recommend anything.
Innovation
As retirement and tax laws evolve, so do we. We integrate the latest tools and fiduciary tech to help optimize results.