About Us

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.


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Our Team

Ken Weingarten CFP, MBA at Weingarten Associates
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
Managing Tax Partner

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

Frank Fernandez at Weingarten Associates

Frank Fernandez is the Associate Financial Planner for Weingarten Associates. 
Before joining our team in 2018, he...


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Latest Blog Post

Trina Weingarten |
You may have received a 2022 Form 5498 from the IRS this month, after the tax filing deadline. Each year Form 5498 is issued in May. Form 5498 is an information reporting form to record 2022 contributions to a Health Savings Account (HSA) or Individual Retirement Account (IRA). A Form 5498 can also be issued if you are starting Required Minimum Distributions (RMDs) from your IRA. Form 5498 is utilized by financial institutions that are...
With the number of interest rate hikes since 2022, investing in fixed income has become an attractive option. While inflation has cooled down since then, there are investment opportunities available in the market to take advantage of (though one should remember the primary focus being long-term returns). Here we will discuss two viable options: I-Bonds and Cash. I-Bonds Those unfamiliar with an I-Bond’s rate structure should understand the rate is comprised of two parts: a...
Part of a proper estate plan involves giving considerable thought to who will inherit your wealth once you pass away. Whether it is a person(s), charity, trust, or estate, there are various options to choose depending on your legacy intentions. Beneficiary designations in retirement accounts, brokerage account, life insurance policies, etc. have an important, but separate role from legacy intentions that may be arranged in your Will or Trust. Here we will go over benefits...