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
In this age of DIY investing and financial planning, it may be possible to handle personal finances on your own, but at what cost? While the monetary cost may be minimal, the time you spend navigating through all of Google, financial newsletters, research, etc. can be daunting. Even if you spend all this time and effort, you may not arrive at the answer that best suits your situation. Here are some of the common financial...
Large or small, every donation counts towards doing good. Depending on either your financial situation and/or overall charitable inclination, you may have a budget for how much you donate per year. While the act of giving is a benefit by itself, taking advantage of potential tax deductions are a plus. Below are a few strategies to consider depending on your inclinations: Small Back in 2020, the CARES Act created an incentive to get more individuals...
Despite it being such an expansive program, Social Security is relatively straightforward. You work for 40 quarters (or 10 years) and pay into the system. Once you reach the eligible age, you collect monthly benefits for the rest of your life. However, complexities may arise such as when to file for benefits or how the monthly benefit is calculated. One of the more common complications faced is when a spouse is introduced into the mix...