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...

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?

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Latest Blog Post

For working and retired individuals, Social Security is a major piece of the retirement puzzle. This stream of guaranteed income is an ever-changing program that is tweaked annually to ensure that one can continue to rely on the benefits being a staple of financial support. On an annual basis, the following are some of the changes that are made: Cost-of-Living Adjustment (COLA) for current recipients of Social Security benefits: For 2020 this number is 1.6%...
Ken Weingarten |
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For any parent wanting their child to go to college, 529 plans are a staple when saving for this goal. The benefits of tax-deferred growth and tax-free withdrawals, if used for qualified educational expenses, make this option very attractive. However, in the realm of possibilities, there exist scenarios in which this account’s funds will not be used. Here we discuss what they are and possible solutions. Some of the more common scenarios faced are: What...
Ken Weingarten |
Categories
There has been much in the financial news recently about many brokerage houses moving towards zero commissions on stock trades. On the surface, zero commission trades seem like a good deal. However, firms that offer this option must get paid somehow, otherwise they would not do this. There are a few other costs that investors should be aware of when trying to preserve a cost-effective investment portfolio. Expense Ratios While this is more straightforward than...