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Second-Opinion Service

Second-Opinion Service

For our valued clients, we extend our second-opinion service for your family members, friends and associates. 

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Friberg Wealth Management has joined Vintage Financial Partners.

Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to serve you for years to come.

Your Friberg Wealth Management team won’t change; by partnering with Vintage Financial Partners, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams.

WE WORK FOR YOU 

WE WORK FOR YOU 

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, we can help you put together a plan with minimal hassle and maximum results. 

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A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 

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Our Goals

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours daily.

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WHAT OUR TEAM HAS TO SAY


  • “It’s my goal to make sure every client feels heard and understood.”

    - Jordan Kraus

    Partner | Wealth Advisor

  • “We put our clients’ interests first and are honest about what they can expect.”

    - Jason Cohen

    Partner | Wealth Advisor

  • “Our job is to watch for your blind spots and always have your back.”

    - Brian Oettinger

    Partner | Wealth Advisor

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