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...

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Latest Blog Post

Downturns in the stock market can be met with some level of concern. An experienced investor knows the last thing to do would be to sell everything and exit the market. In some instances, however, selling may be beneficial (as counterintuitive as it may sound). This is where tax-loss harvesting comes into the picture. Tax-Loss Harvesting The tax-loss harvesting strategy involves selling positions with losses to offset current or future realized gains. Typically, you should...
IRAs are easy to setup and normally provide you a with a lot of freedom in terms of investment choices. However, there are limitations on what can and cannot be done. Specific prohibited transactions set forth by the IRS cannot be made with IRA funds. Doing so can cause your IRA to become disqualified, thus resulting in the IRA losing its tax-deferred status and potentially subject the entire value of the IRA as a taxable...
A common tax savings strategy for investors is to intentionally sell securities with losses to offset gains that have been realized or will be realized in the future (aka tax-loss harvesting). In doing so, you can avoid paying capital gains taxes with the added benefit of avoiding any increases in your taxable income for the year. While the IRS does allow this tax strategy, they do not, however, allow you to immediately repurchase the position...