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

With the Fall season underway, current Medicare beneficiaries are reminded that Open Enrollment is now available for 2024 coverage plans. From October 15 th – December 7 th , current Medicare beneficiaries can make changes to their current coverage. It may help to understand the basic jargon of how basic Traditional Medicare works and the roles that Medicare Advantage and Medigap play in relation to Traditional Medicare. Medicare Traditional The typical route one takes when...
Ken Weingarten |
Enacted into law back in 2021, the FAFSA Simplification Act set into motion major changes starting with the 2024-2025 academic year when filing the Free Application for Federal Student Aid. (More on the basics of this form can be found in our earlier blog .) Here will go over the changes that may affect you if you are filing an application. Fewer Questions The old FAFSA application contained 108 questions whereas this new application will...
Ken Weingarten |
When it comes to estate planning, many individuals update their documents that address their intentions – executors, inheritances, real estate, etc. However, the issue of continuing pet care may not necessarily be addressed in these documents. While many states consider pets as personal property, this area may already be addressed in standard Wills. However, there may be more to cover. Here, we will go some options to consider for continuing pet care. Pet Trust One...