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

In this current low-rate environment, the decision to refinance to a lower rate and/or a lower term mortgage can be a relatively simple choice to make. Potentially saving tens of thousands of dollars in interest payments over the life of the mortgage is a huge benefit to homeowners. While any spreadsheet you may look at can show how much you will save over time, most individuals do not live according to a spreadsheet. Closing costs...
You cannot time the market but you can time your retirement withdrawals. Sequence risk is the potential danger to periodically withdrawing funds from your retirement savings just as the market is experiencing negative performance. Individuals who are about to retire face the greatest sequence risk. Poor investment performance in the beginning of retirement while simultaneously withdrawing funds can harm the chances of a portfolio recovering. Thankfully, there are ways to address this issue which can...
Using one’s home as collateral when taking on debt has its pros and cons. On the one hand, you may qualify for lower interest rates, but on the other hand, your home is on the line if the debt is not paid. While both Home Equity Loans and HELOCs can achieve similar ends, there are significant differences between the two that can favor one over the other. Below we go over the differences and what...