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...

HOW CAN WE HELP YOU?

Find out how we can help you reach your financial freedom

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Latest Blog Post

Signed into law back in December 2022, the SECURE Act 2.0 delivered various retirement-related changes and provisions that built on the original SECURE Act of 2019. Many of which provide increased flexibility for one’s personal finances. In this blog, we will cover the major provisions now in place and coming in the near future. Changes to Required Minimum Distributions (RMDs) Starting 1/1/2023, the RMD age has been increased to age 73. One item to keep...
Starting a family is a major event that will result in parents making major adjustments to their finances. From birthday presents to college planning, raising a child can be costly. Figuring out how and where to save is another hurdle that requires crucial thought. Here, we will go over some of the more common savings/investing vehicles that can provide your children with long-term financial success: 529 College Savings’ Plans When it comes to addressing future...
With 2023 right around the corner, the IRS recently announced several contribution limits for retirement accounts as well as increased thresholds for income tax brackets. Below are the highlights: Qualified Retirement Plan Limits (401(k), 403(b), 457, etc.) Employees who participate in these plans will find that the annual deferral limit has been increased to $22,500 (up from $20,500). Age 50+ catch-up deferrals will also increase to the same $7,500 (up from $6,500). Roth IRA Contribution...