Jeremy Wittenberg, CFP®

Assistant Vice President

Jeremy describes himself as a grinder. Playing AAU baseball as a teenager, he found himself competing with others with more practiced skills. Jeremy found, however, that with super hard work he was able to able to thrive and be a huge contributor to his teams.

Working with the firm’s team, Jeremy covers many of our entrepreneur and financial executive clients where he helps guide them through important decisions they’re making for themselves and their families. Because these clients are near the beginning of their exciting career journeys, he enjoys hearing about what is going on emotionally and financially so he can work to better develop strategies that best address their goals. Using his training as a CFP, Jeremy works to create trust structures enabling clients to be supportive of family members and synthesizes this in developing allocations that allow clients to use their wealth to enable the life they want to live. Jeremy enjoys navigating the crossroad between the emotional and financial side of a client’s life. His goal—to make sure our clients’ wealth is never a distraction, but an enabler of their lives.


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