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

With 2022 right around the corner, several increased income/tax limits have been released that may affect you. 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 $20,500 (up from $19,500). Age 50+ catch-up deferrals will continue at the same $6,500 limit. Roth IRA Contribution Income Limits: Individuals are able to make direct & full Roth...
The past decade in investment performance across equities have rewarded investors greatly. While there have been a few bumps in the past (namely the pandemic), if you remained in the market, the rewards themselves should be evident. Below is a convenient chart by Dimension Fund Advisors detailing 5-year and 10-year annualized investment performance by asset classes: As terrific as these returns have been, one should take heed that expecting this investment trend to continue over...
With the Fall season underway, current Medicare beneficiaries are reminded that Open Enrollment is now available. From October 15th – December 7th, current Medicare beneficiaries can make changes to their current coverage. It may help to understand the basic jargon of how basic Traditional Medicare works and the roles that Medicare Advantage and Medigap play in relation to Traditional Medicare. Medicare The typical route one takes when signing up for Traditional Medicare is to enroll...