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.

 

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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...

Jan DeProspero at Weingarten Associates

Jan DeProspero is Head of Client Services for Weingarten Associates. She is responsible for managing routine client...

HOW CAN WE HELP YOU?

Find out how we can help you reach your financial freedom

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Latest Blog Post

The thought of downsizing is something that may have crossed one’s mind when thinking about one’s living situation during retirement. While the obvious advantage for it is monthly costs going down, there are other factors to consider. Here, we will go over some of the pros & cons to consider if downsizing may be right for you. Pros Increased Cash Flow – As mentioned earlier, the lower monthly costs of downsizing can provide a lot...
One of the roles of financial planners is to try to maximize a client’s long-term, after-tax returns. This involves an in-depth look at how investments, risk & returns, and taxes blend in together. Many individuals nowadays hold different types of accounts – Taxable (Individual or Joint), Tax-Deferred (401(k)s or Traditional IRAs), and Tax-Exempt (Roth IRAs or Roth 401(k)s). This adds another level of complexity to one’s overall investment plan. In a properly diversified portfolio, each...
Ken Weingarten |
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Obsession can be somewhat dangerous as one can get lost in the same train of thought for extended periods of time. There are some financial behaviors or quirks we as individuals exhibit which could be considered as obsessive traits. This in turn can warp our outlook on money. Below are a few examples of these “obsessions”: Frugality Obsession Having a savings-focused mentality is a great thing in order to get to retirement or to accomplish...