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.

 

Contact Us

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 worked...

HOW CAN WE HELP YOU?

Find out how we can help you reach your financial freedom

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Latest Blog Post

Over the past decade, the battle between growth stocks and value stocks have been one-sided. Growth has outperformed value, especially during 2019, which has spread a misconception in the markets that value has lost its steam. As disappointing as it is to see value lagging, we should take look under the hood of growth stocks to get a glimpse into why growth stocks may be the one losing steam. In general, growth stocks tend to...
Ken Weingarten |
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(Note: This guest post is written by Joanne Dashiell from the Private College 529 Network. More information about Private 529 Plans can be found here (https://privatecollege529.com/learn-more/faqs/) Ken and Trina Weingarten know finances and believe strongly in higher education. They have made saving for their daughters’ (Sofia and Elena) college expenses a high priority since they were young. The couple has operated Weingarten Associates, a financial and tax planning firm in Lawrenceville, NJ, since 2003. They...
Charitably inclined individuals will find that their donations this year will gain additional tax benefits. The recently passed CARES Act established certain provisions to help maintain the similar level of charitable contributions that individuals would normally make. Here are the main points of this Act: Federal tax deduction of up to 100% of Adjusted Gross Income (AGI) – While the 2017 TCJA Tax reform bill made itemizing less attractive, one could still itemize charitable deductions...