Our Mission: To Grow & Protect Capital
At WBI, we believe preserving capital to unleash the powerful benefits of compounding is the most important element of a successful investment approach. That’s why we have spent nearly 35 years building best-in-class retirement solutions for investors. Our unique, comprehensive wealth-management strategies aim to help investors achieve their life and wealth goals. Founded in 1984, WBI seeks to TAME THE BEAR and RUN WITH THE BULL.
WBI’s headquarters are located in Red Bank, New Jersey. The firm ADV can be found here.
Milestones
Leadership
DON SCHREIBER, JR.
Founder, CEO
MATTHEW E. SCHREIBER
President, Chief Investment Strategist
ROBERT CONFESSORE, CFP®
Vice President
STEVEN VAN SOLKEMA, CFA
Chief Investment Officer, Co-Portfolio Manager
ANN SCHREIBER
Chief Marketing Officer
MATTHEW BROMBERG, ESQ.
General Counsel
TRACEY CRESPO
Chief Operating Officer
ERIC HEDENBURG
Chief Technology Officer
MELISSA BEUTHER
Chief of Staff
MATTHEW WOEHNKER
Vice President of Business Development
CYNTHIA R. STROIK, ESQ.
Chief Compliance Officer
JOE MERLO
Director of Sales
