Managing Financial Planning Partner
Ken Weingarten is passionate about helping individuals achieve their goals through comprehensive financial planning. ...
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.
Our Team
Managing Tax Partner
Trina Weingarten is passionate about helping individuals achieve their goals through tax planning and preparation. “I...
Frank Fernandez is the Associate Financial Planner for Weingarten Associates.
Before joining our team in 2018, he worked...
HOW CAN WE HELP YOU?
Find out how we can help you reach your financial freedom
Latest Blog Post
With most, if not everything, now accessible online, it can quickly get onerous keeping track of all your online username/password information. After a certain point, many individuals throw in the towel and stick to one master username and password for every account that requires a login. It’s simple but you will be exposed to an enormous amount of cybersecurity risk, especially if this information is linked to sensitive information, such as your financial accounts. Creating...
Saving money for one’s future is relatively straightforward. Money goes in when you are younger, and money comes out as needed when you are older. Saving into a Roth IRA is strongly recommended when you are younger as it provides tax-free savings. But there are certain rules to adhere to and sometimes, common mistakes can occur. Here a few examples of what to look for and how to best address them. Contributions from Earnings Contributions...
Getting your estate documents completed is no easy task nor is it an easy conversation to have. Having the big three documents – Will, Power of Attorney, and Advance Health Directive, should be the bare minimum. Depending on your situation, there may be need for additional documents. As crucial as these documents may be, many individuals do not have a basic estate plan in place. Presently, there is an unfortunate downtrend in individuals not having...