Data as of Jul 25, 2026 · Based on 2,718,867 AI responses across 9,511 prompts · See how Parse measures this
Holzberg Wealth Management is a family-owned, fee-only financial planning and investment management firm based in Marin County, CA, serving clients nationwide. They provide comprehensive services including tax planning, investment management, estate planning, retirement planning, and insurance planning to help individuals and families organize, grow, and protect their assets.
Parse Score