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Norberg Wealth Management

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Norberg Wealth Management

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We serve our clients as a steward of their financial success. No offers may be made or accepted from any resident of any other state.

Serving Frederick, Maryland, and beyond, we aim to help business owners streamline their financial lives and keep more of what they've earned. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org/www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

11/02/2026

Many financial plans focus on retirement income, investments and estate planning, but long-term care is an important piece of the conversation as well. Planning ahead can help provide greater financial flexibility, more choices and added confidence for the future.

As we recognize Long-Term Care Awareness Month, take time to learn about the options available and how they may fit into your long-term goals.

10/31/2026

There’s something to be said for a holiday that embraces old stories, strange traditions, and things that go bump in the night.

Happy Halloween from Norberg Wealth Management. May your evening be appropriately spooky. 🎃👻

10/28/2026

And just like that, we’re closing out October with only two months left in 2026.

As we turn toward the holiday season and the final stretch of the year, now is a good time to check in on what’s happening in the markets. Read the latest Weekly Market Commentary for perspective.

10/27/2026

What’s scarier than ghosts and goblins? A financial fear you’ve been avoiding. 👻

This Halloween-themed read tackles a few common money “monsters,” from debt and retirement worries to uncertainty around investing, and offers ideas for confronting them.

Give it a read, if you dare. 🎃

There are some scary things that can haunt us day after day and night after night: our personal finances. Here are a few strategies to help you overcome your greatest money fears so that you can begin crushing your financial goals:

10/26/2026

💼 Your business may be doing well. But is your financial strategy keeping up?

For small business owners, tax planning isn’t just about filing a return. The decisions you make throughout the year can play an important role in your broader financial picture. 📊

John Norberg CFP®, MBA works with business owners to help bring those pieces together. In this complimentary video, he shares tax strategies and planning considerations worth knowing as you think about your business and your future.

🎥 Fill out the form below to receive your complimentary video and start looking at your business through a financial planning lens.

10/23/2026

Retirement is often viewed as a finish line. But perhaps it is better understood as a new chapter, one that deserves just as much intention as the years that came before it.

For this edition of The Verse & The Plan, Alfred Lord Tennyson offers a reminder:

“To strive, to seek, to find, and not to yield.”

A fulfilling retirement is about more than having the financial resources to step away from work. It is also about deciding what you are stepping toward.

Community. Purpose. Relationships. New experiences. More time spent doing the things you love with the people you love.

Financial planning can help prepare you for retirement.

Intentionality can help you make something meaningful of it.

Because the goal is not simply to retire. It is to continue living well.

10/20/2026

Good financial planning is often about recognizing an opportunity while the window is still open.

This article explores an often-overlooked period in retirement when lower taxable income may create additional planning opportunities.

Take a look and learn more.⬇️

Many retirees encounter a crucial, often overlooked, tax planning window: the "gap years" between stopping work and starting Social Security or RMDs.

10/15/2026

Today’s lesson: An HSA deserves a place in more than just the healthcare conversation. 📚

For those eligible, an HSA can be a useful tool for managing healthcare expenses today while also considering the needs of tomorrow. Like so many pieces of financial planning, its real value comes from understanding how it fits into the bigger picture.

On HSA Awareness Day, take a closer look at five considerations worth knowing.

10/14/2026

Markets rarely move in a straight line, and the headlines don’t always tell the whole story.📖

For a broader perspective on what’s happening, take a look at this week’s Weekly Market Commentary.

10/13/2026

Interest rates have a way of reaching far beyond the headlines.

This article takes a closer look at the relationship between Treasury yields and mortgage rates, and what rising borrowing costs can mean for homebuyers and the broader economy.

Understanding how these pieces connect is part of understanding the financial landscape around us. ⬇️

Mortgage rates surged this week, rising to a nearly three-year high as investor concerns about inflation drove up Treasury note yields.

Address

420 West Patrick Street
Frederick, MD
21701

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.norbergwealth.com/

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