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Services

At Weisberg Capital Management, we provide expert, fiduciary guidance in three core areas: retirement plan design and advisory, comprehensive wealth management, and reserve fund management.

 

Whether you’re a business owner, a high-net-worth family, or a community organization, our goal is to help you make confident financial decisions and build lasting financial strength.

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Retirement Plan Services

Fiduciary 401(k) Plan Consulting for Small & Mid-Sized Employers:

Cut costs. Reduce risk. Elevate outcomes.
We help businesses benchmark, optimize, and redesign their retirement plans — with complete ERISA fiduciary alignment.


Why WCM for Your Retirement Plan?

Most 401(k) plans operate with layered fees, retail share classes, or outdated vendor stacks. As a Registered Investment Adviser (RIA), we act as your fiduciary partner, not a broker or sales rep. Whether you're a local dental practice or a 100-employee dealership, we’ll help you:

  • Eliminate excessive fees and hidden compensation

  • Review your Form 5500 for fiduciary red flags

  • Align plan design with tax optimization goals

  • Meet SECURE 2.0 standards without the complexity

 

Our 401(k) Consulting Services Include:

  • Plan Benchmarking & Fee Analysis

  • Form 5500 & Fiduciary Review

  • Investment Menu Construction

  • Vendor Due Diligence & RFPs

  • Employee Education

  • Plan Design Optimization

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SECURE 2.0 Ready:

We evaluate your eligibility for:

  • Pooled employer plans (PEPs)

  • Tax credits for small plan startups

  • Auto-enrollment & match automation

  • Roth redesigns for high-income earners

 

Local Support, National Compliance:

Based in Palm Desert, we serve clients across the Coachella Valley and California, including:

  • Car dealerships

  • Dental practices

  • Hospitality and service firms

  • Nonprofits and local governments


How It Works:

  1. Request a Benchmark

  2. 15-Minute Walkthrough

  3. You Decide the Next Step


Want to know how your plan stacks up?

Get your free 401(k) plan benchmark — no pitch, no obligation. 

Private Wealth Management

Integrated portfolio, tax, and estate planning — all under a fiduciary standard.


How we serve private clients:

We work with high-net-worth individuals and families to:

  • Create tax-efficient investment portfolios

  • Manage risk and income in retirement

  • Coordinate estate and charitable giving strategies

  • Provide clarity through life’s transitions

 

What makes us different

 

  • Fee-only fiduciary advice

  • Enrolled Agent tax planning integration

  • Direct access to your advisory team

  • No commissions. No products. Just strategy.

 

Our core wealth services include:

 

  • Investment Management

  • Retirement Income Planning

  • Tax Strategy (EA-led)

  • Estate & Gifting Guidance

  • Insurance Coordination

  • Real Estate Planning Support


Our Process:

 

  1. Discovery Call

  2. Portfolio & Tax Review

  3. Planning Roadmap Presentation

  4. Ongoing Monitoring & Adjustments


Looking for a more coordinated approach to your wealth?

Book a discovery session with our fiduciary team today.

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Reserve Fund Management

Davis-Stirling compliant reserve fund oversight for associations and public entities.
 

Why we’re different:

  • We understand Davis-Stirling reserve protocols

  • We educate boards and document fiduciary process

  • We balance liquidity, preservation, and audit-readiness


What we offer:

  • Reserve Fund Investment Management

  • Operating vs Reserve Segregation Strategies

  • Custom Policy Statement Creation

  • Meeting Support and Board Education


Whom we serve:

  • Homeowners Associations (HOAs)

  • Property Owner Associations (POAs)

  • Special Districts and Public Agencies


Local Expertise

Serving communities across Palm Springs, Palm Desert, Indio, and surrounding ZIPs.

 

Want a second opinion on your reserve funds?

Request a fiduciary review from our team.

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