ST. LOUIS (October 6, 2022)—Toberman Wealth, a fee-based financial advisory firm that provides elite advice to clients, opened in St. Louis at 1741 S Big Bend Blvd. Toberman Wealth works one-on-one with families and small business owners to protect their future, fuel their financial goals, and build lasting legacies.
“Wealth is a tool that should be used for remarkable good,” says Craig Toberman, founder of Toberman Wealth. “Whether you’re a business owner, have amassed a nest egg in your retirement account, or made it rich through a lucrative career, expert investment advice, tax planning and business succession are essential ingredients for long-term financial well-being.
The firm’s service areas include investment management, retirement planning, tax planning and family business services, based on Toberman’s credentials in all aspects of consulting, including the holder of the Chartered Financial Analyst (CFA), Chartered Public Accountant (CPA) and Chartered Financial Planner (CFP).®).
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Toberman Wealth is structured for transparency and focused on client results, with a fee-only, commission-free model. The firm seeks to work specifically with Greater St. Louis area investors and small business owners who are seeking retirement planning and estate strategy advice.
“The entrepreneurial spirit is so strong here in St. Louis, and it’s my job to help our local business owners ensure that the future of their businesses remains vibrant from generation to generation,” says Toberman. . “I understand firsthand the value of hard work in starting and owning a business, and I’m proud to be STLMade, to serve STLMade businesses, and to be part of the effort to make St. Louis a great place to own. a company.”
After experiencing the transition from a family business, Craig Toberman founded Toberman Wealth to help families and small business owners protect their accumulated wealth. He has invested in himself to be as valuable as possible to his clients, gaining a distinct business acumen that includes CFA charter, CPA license, and CFP.® certification. The CFA designation is one of the most respected and valued certifications in the industry, demonstrating specific expertise in investment strategy and portfolio management. Craig also holds an MBA in Finance from Saint Louis University.
To learn more about Toberman Wealth or to schedule an appointment, visit TobermanWealth.com or call 314-783-9860.
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