VOSBERG WEALTH MANAGEMENT

Nov 2023

Having many sleepless nights and worrisome days, upon recommendation from my CPA, I contacted Vosberg Wealth Management and spoke with Brian. Brian was knowledgeable and took the time to understand my situation and clearly explain and guide me through my different options. For anyone looking for financial advice I would highly recommend you reach out to Brian. Thank you, Brian, my future looks so much brighter.

Sep 2023

Brian and his team are great. Very professional and helped me out in financial planning to get me feeling comfortable with a plan. I always go to Brian to bounce ideas off his team and they always handle it with class. Great company.

May 2023

My wife and I have recently retired and have been working with Brian for about five years. I simply cannot say enough good things about him. He is knowledgeable, extremely patient, really listens to our needs, concerns, preferences and makes us feel so much more at ease on our financial path. Brian is generous with his time and we never feel rushed or like he is too busy to indulge our many questions. This is so important for confidence building when working with a financial advisor. Also, shout out to Natalie who is responsive, professional and friendly in taking care of the back-office administrative needs. One of the best decisions we ever made was to work with VWM. Highest recommendation!