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...
HOW CAN WE HELP YOU?
Find out how we can help you reach your financial freedom
Latest Blog Post
529 plans are generally seen as the most efficient way to save for college. In addition, the Free Application for Federal Student Aid (FAFSA) is another effective resource to determine needs-based financial aid and hopefully minimize out-of-pocket costs. A new change was recently announced that would smooth out the financial aid process which specifically affects 529 plans owned by grandparents for the benefit of a grandchild. Here, we will go over the benefits of a...
One of the most common questions raised when talking about retirement is ‘Will I run out of money?’ Many retirees have looked to the “4% rule” for guidance. In essence, this theorizes that a retiree can expect to safely draw down their assets by 4% of total savings on an annual basis and then adjust for inflation each for year for 30 years and hopefully not run out of money. While it is not a...
We have all heard the phrases “Low Risk, Low Return” and “High Risk, High Return”. Like returns, the risk level of an investment can be measured as a percentage. This is where standard deviations come into the picture. Here we will go over how standard deviation works in investing and what it means for investors. Standard Deviation in Investing Standard deviation is normally used in many areas of statistics but for investing, it can be...