Skip Navigation

financial advice

Personalized for your goals

What are your wealth goals? How do you prefer to invest? However you answer, you’ll have access to flexible wealth planning and engagement options that fit with your life and preferences.

SiebertNXT Managed Portfolios

Combine the benefits of an experienced Wealth Manager with sophisticated portfolio management technology with SiebertNXT tailored portfolios. Your portfolio is automatically rebalanced and optimized for investing to keep you on track and help meet your goals.

Managed Accounts

We’ll help you tailor a portfolio designed to meet your investment goals utilizing a variety of investment products including stocks, municipal bonds, corporate bonds, exchange-traded funds (ETFs) and new issues. We enable you to combine a wide variety of investment options into a single account allowing you to see your total investment performance in a single statement.

Private Wealth Management

Working with a Wealth Manager gives you access to sophisticated investment management strategies across a broad spectrum of asset classes. Your personalized portfolio will be optimized to help you work toward and support your future.

Planning for Life Events

Retirement Planning

Do you have the means to retire comfortably? Our Wealth Managers can help select and manage your retirement accounts, so there's no worry about the future.

Saving for College

Education is one of the most valuable investments you can make. Whether you want to help a child or family member, or return to school, we can help select the best account for you.

/financial-advice/life-events

Emergency Fund

Protect yourself, your family, or your business from unforeseen life changes and obstacles. With Siebert's help, you can be prepared for the unexpected.

Our Team

Here for you at every step, and every stage. Siebert's Wealth Managers are experienced and dedicated to you. It is our highest priority is to attract and invest in the absolute best talent so that we can, as a collective team, add significant value for our clients.

Get Started Today

Call Us

Phone: (800) 872-0444

Schedule A Call

A real person will get back to you.
Contact form

Open an account

Take the first step.
Siebert Online

Chat with us!