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About Us

WBI is a wealth technology firm that uses proprietary technology to deliver personalized solutions to clients. The firm was founded in 1984 by Don Schreiber, Jr.

Our Leadership

Our Team

Passion. Experience. Expertise.

Our team has deep experience and expertise in wealth management, investment management, and technology. We leverage our team's diverse experience to offer innovative solutions tailored to the needs of you and your clients.


331 Newman Spring Road

One River Centre

Suite 143

Red Bank, New Jersey 07701


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