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

Financial statements – cash flows and balance sheets, can tell a lot about one’s financial condition. To an even greater extent, personal finance ratios are great metrics to use to evaluate your financial strengths and areas that need improvement. These benchmarks can help you understand and develop better financial habits in saving, spending, and budgeting. Below are a few ratios to keep in mind: Net Worth While this is not a ratio in the literal...
Medicare beneficiaries of Parts B and D may be confused when their monthly premium costs are higher than they had anticipated, which may be due to the Income-Related Medicare Adjustment Amount or IRMAA. Below we will go over how this additional premium is calculated and what can be done to minimize how much you pay in IRMAA-based premiums. How IRMAA is Calculated The additional premiums one pays due to IRMAA is based one’s Modified Adjusted...
Ken Weingarten |
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One would think that after years of contributing into Social Security, the benefits received would be tax-free. While to a certain extent they are, determining the taxability of Social Security benefits is dependent on the answers to a few questions. Below we go over what these questions are with an example of a situation where benefits may be taxed. Is your benefit taxable? The first hurdle to cross in order to determine whether one’s benefits...