WELCOME TO WITTENBERG LAW
Wittenberg Law was founded upon almost two decades of experience in the investment industry. The firm is dedicated to helping investors achieve a fair playing field in the securities markets. Clients typically come to the firm to help them evaluate …
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Litigation & Arbitration
Reverse Mortgages: Recent Lawsuits
Raise Concerns Over Mortgagor Conduct
November 17, 2011
The article below discusses recent lawsuits filed against Wells Fargo and Fannie Mae for refusing to abide by contract terms and allow heirs to purchase property at the appraised value rather than the mortgage balance. If you have any concerns about your reverse mortgage, contact Jeffrey Wittenberg at (877) 352-2010.
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Institutional Investors
48% of Middle Income Baby Boomers Are Not Comfortable Making Investment Decisions
November 17, 2011
Additionally, the report stated that 43% have contacted an investment adviser. These figures are astounding because many of these people will be, or have waters without the proper defenses. If you have any concerns about your reverse mortgage, contact Jeffrey Wittenberg at (877) 352-2010.
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Individual Investors
Philadelphia-based Investment Adviser
Charged with Fraud
November 17, 2011
The SEC charged Sam Otto Folin (“Folin”), Benchmark Asset Managers LLC (“Benchmark”) and Benchmark’s parent company, Harvest Managers LLC (“Harvest”), with misappropriating approximately $8.7 million from advisory clients, friends and family through material misrepre-sentations and omissions. Folin and Benchmark are based in Philadelphia, Pennsylvania.
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Retirees & Caregivers
Protect Yourself - Aging can be dangerous
to Your Investments
November 17, 2011
Years of handling your own finances and investments sharpen the ability to make sound decisions. But failing to prepare for the day when growing older hampers your judgment can be costly at an age when more is at stake. Seniors older than 65 hold about $18 trillion in assets, according to government data, or about a third of all U.S. net worth.

