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

Earlier this year, the CARES Act eliminated Required Minimum Distributions from retirement accounts as a way to provide relief to investors by giving their investments some breathing room to recover from the market downturn. While no RMDs means less taxes (assuming you do not need RMDs to sustain your cash flows), retirees who already begun taking RMDs since the beginning of the year faced a bit of a predicament. The CARES Act effectively allowed any...
Retirement Planning Considerations: Tax Planning and Long-Term Planning As part of our 4-part blog series (click to read Part 1, Part 2, Part 3), we went over common considerations and questions to ask yourself when planning for retirement. In this final blog, we will discuss other wealth-building and preservation strategies that you should consider during retirement. Tax Planning Considerations Required Minimum Distribution: Once you turn age 72, you will be obligated to take required minimum...
As part of our 4-part blog series (click to read Part 1 and Part 2), we went over common considerations and questions to ask yourself when planning for retirement. In this blog, we will go over some common factors that your assets & liabilities play into when planning for retirement Assets & Liabilities Considerations: Current vs Future Investment Allocation: As you approach retirement, the thought of transitioning into a more conservative investment allocation may be...