About Us

Why Choose Us

Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. We are strictly fee-only, fiduciary advisors. To learn more about why you should consider Weingarten Associates as your financial advisory team please click here.

Our Process

We offer a consistent, yet customized planning process for each of our clients. To learn more about how we work with clients, please click here.

Our Investment Philosophy

We accept that an evidence-based approach to investments provides clients with the best possible strategy to achieving important life goals. Please click here to learn more about our investment philosophy.

Who We Serve

our clients include Corporate Executives and Professionals, Self-Employed Business Owners, Librarians and Academics, as well as individuals and families.

Our Service

 

Wealth Management Services

There are three coordinated services that comprise our Wealth Management Services:

  • Holistic Financial Planning
  • Investment Management Services
  • Tax Planning and Preparation

The best way to get a sense of what services we have provided our clients in the past is to review the document titled “What A Great Financial Advisor Can Do For You”. Our Wealth Management Services are most appropriate for clients who have already accumulated at least $1M+ of investable assets.

 

Wealth Accumulator Plan

The Wealth Accumulator Plan offers the same set of services as the Wealth Management services but is customized for clients who are in the ‘rapid’ accumulation phase of their long-term planning. This service is designed for younger clients, or those who have at least 5-10 years of high-earning potential before retirement. The Wealth Accumulator Plan is most appropriate for clients who have at least $500k in investable assets.

 

Project-Based Services

For clients who are truly at the beginning of their long-term financial journey we offer customized project-based planning services. These services are offered on a limited basis depending on our current work flow. Please contact us for discussion to determine if we may be a fit for each other.

 

Contact Us

Our Team

Ken Weingarten CFP, MBA at Weingarten Associates

Ken Weingarten CFP®, MBA

Managing Financial Planning Partner

Ken Weingarten is passionate about helping individuals achieve their goals through comprehensive financial planning.  ...

Trina Weingarten CPA, MBA at Weingarten Associates

Trina Weingarten CPA, MBA

Managing Tax Partner

Trina Weingarten is passionate about helping individuals achieve their goals through tax planning and preparation.  “I...

Stephanie Platt

Client Service Manager

Stephanie has over 20 years of financial services experience, working for companies including Prudential Insurance...

HOW CAN WE HELP YOU?

Find out how we can help you reach your financial freedom

Contact Us Learn More

Latest Blog Post

Thrifty Under Thirty: What Is A Credit Score, and How to Build It?

Sofia Weingarten |
Categories
Credit Score
Loan
Thrifty Under Thirty
Thrifty Under Thirty: An Introduction Introducing Thrifty Under Thirty , a new blog series through Weingarten Associates about intelligent finances for young adults. I am a current young adult, a 21-year-old graduate student who has taken a personal interest in my finances. I have learned a lot, and I am continuing to learn, but I wanted to share with my fellow peers what I have learned. Thrifty Under Thirty: What Is A Credit Score, and...

2024 Contribution Limits + Tax Brackets: What to Expect

Ken Weingarten |
Categories
Tax Planning
Savings
Medicare
Social Security
With 2024 right around the corner, the IRS recently announced several contribution limits for retirement accounts as well as increased thresholds for income tax brackets. Below are the highlights: Qualified Retirement Plan Limits (401(k), 403(b), 457, etc.) Employees who participate in these plans will find that the annual deferral limit has been increased to $23,000 (up from $22,500). Age 50+ catch-up deferrals will remain the same at $7,500. Roth IRA Contribution Income Limits: Individuals can...

I-Bonds: Do They Still Fit in Your Portfolio? (2023 Update)

Ken Weingarten |
Categories
Investment Planning
I-Bonds
Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. While the primary focus for all investors should be long-term returns, there may be a short-term investment opportunity that can address both competitive interest rates and high inflation: I-Bonds . What are I-Bonds? I Bonds are a type savings bonds issued by the US Treasury. Their interest rate is a combination of a fixed rate that stays the...

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