Norberg Wealth Management

Norberg Wealth Management 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 L

PL 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.

Sunday afternoon? Check.Fresh cup of coffee? Check. Comfy chair? Check. Let's do this.If you haven't yet read Pope Leo's...
05/31/2026

Sunday afternoon? Check.Fresh cup of coffee? Check. Comfy chair? Check.

Let's do this.

If you haven't yet read Pope Leo's recent encyclical, Magnifica Humanitas, I would challenge you to ignore the punditry, print it out (yes, all 52 pages) and actually read it. Doubtless your occupation, like mine, is touched, if not permeated, by AI, and this document lays out a foundational approach to utilizing it for good while still respecting our shared human nature.

It might just be the defining publication of the year, if not the era.

Rising costs, healthcare concerns, and questions about Social Security are weighing on retirement confidence.This articl...
05/26/2026

Rising costs, healthcare concerns, and questions about Social Security are weighing on retirement confidence.

This article highlights what’s driving those worries and why making a plan can help turn uncertainty into direction. ⬇️

Americans’ confidence in their ability to live a comfortable retirement fell sharply amid high costs and fears about the future of Social Security and Medicare. Making a financial plan can help you feel more secure.

Memorial Day has a way of asking us to slow down and remember that much of what we enjoy was secured at a great cost, pa...
05/25/2026

Memorial Day has a way of asking us to slow down and remember that much of what we enjoy was secured at a great cost, paid not in theory, but in lived sacrifice.

It’s a day set apart not for celebration, but for gratitude for lives given in service, often without recognition, and always in devotion to something beyond self. Taking time to remember them is itself an act of discipline, a refusal to let comfort dull our sense of responsibility.
May the day be one of reflection, gratitude, and quiet respect.

In observance of Memorial Day, the financial markets and Norberg Wealth Management are closed.

May is Small Business Month, making this the perfect time to reflect on the entrepreneurs who shaped the way we live, wo...
05/19/2026

May is Small Business Month, making this the perfect time to reflect on the entrepreneurs who shaped the way we live, work, and spend today.

From Henry Ford to Steve Jobs, this article explores what made history’s greatest entrepreneurs truly great.⬇️

The Wall Street Journal has done this ranking for three decades. The results can tell us a lot about both business and leadership.

In honor of the 151st Preakness Stakes, this month’s Savvy Sip celebrates a true Maryland classic. Created in 1973 by a ...
05/16/2026

In honor of the 151st Preakness Stakes, this month’s Savvy Sip celebrates a true Maryland classic. Created in 1973 by a longtime caterer at Baltimore’s Pimlico Race Course, the Black-Eyed Susan quickly became the race’s signature pour—our bright, citrus-forward counterpart to the Kentucky Derby’s iconic mint julep.

Named for Maryland’s state flower, this vibrant cocktail captures the spirit of race day: festive, timeless, and rooted in tradition. With its refreshing blend of citrus and stone fruit, it’s the perfect way to toast the pageantry, the history, and the excitement of one of racing’s most celebrated events.

With spring well underway and new momentum taking shape, staying informed remains essential. Understanding market activi...
05/13/2026

With spring well underway and new momentum taking shape, staying informed remains essential. Understanding market activity can help support thoughtful decisions as we look toward the rest of the year.💡

This week’s commentary offers insight into recent performance and the road ahead: https://www.norbergwealth.com/weekly-market-commentary

With inflation creeping higher, I Bonds remain a tool worth understanding.This article explains the latest rate increase...
05/12/2026

With inflation creeping higher, I Bonds remain a tool worth understanding.

This article explains the latest rate increase, how the fixed and inflation components work together, and when existing bonds will see changes. Read it now.⬇️

The U.S. Treasury announced today that I bonds purchased between May and October will earn 4.26% for their first six months.

Happy Mother’s Day to the mothers and mother figures who guide, support, and lead with care every day. 💐 Today we celebr...
05/10/2026

Happy Mother’s Day to the mothers and mother figures who guide, support, and lead with care every day. 💐 Today we celebrate strength, dedication, and lasting impact.

Today, we are honoured to celebrate Taressa Norberg, a wonderful mother whose creative spirit, commitment to passing on meaningful traditions, and unwavering dedication to her family inspire those around her. As John’s wife and a cornerstone of the Norberg family, Taressa’s love and care leave a lasting mark far beyond today.

Retirement is not a moment, but a carefully considered strategy. With the proper planning, each decision becomes a step ...
05/07/2026

Retirement is not a moment, but a carefully considered strategy. With the proper planning, each decision becomes a step toward lasting confidence.✔️

We invite you to contact us today to see how we can help you feel more prepared for retirement, whether you are currently living it or planning to enter it in the years ahead: https://www.norbergwealth.com/work-with-us

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

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