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 worked...
HOW CAN WE HELP YOU?
Find out how we can help you reach your financial freedom
Latest Blog Post
Traditional Medicare (Part A and Part B) will cover a wide range of medical expenses, in which each part addresses different types of expenses (Part A – Hospital Insurance, Part B – Medical Insurance). As widely accepted as it may be, traditional Medicare coverage has some considerable gaps in coverage. Supplemental policies such as Part D – Prescription Drugs, Medicare Advantage (aka Part C), and Medigap policies (designed to cover the gap of Parts A...
In our previous blog, we discussed considerations when compensated with restricted stock. Another major form of compensation that many individuals are awarded are stock options. While there are some similarities between options and restricted stock awards, this form of compensation has its own set of rules and planning opportunities. Below we go over some of the major points to think about when faced with this type of compensation: The Type of Stock Option There are...
Many individuals working for large corporations are offered a compensation option in the form of restricted stock. While the rules set forth in how they are awarded can get complicated, there are some simpler, big-picture items to think about when considering your overall financial situation. Below are some major points to think about if you have received restricted stock compensation. Vesting Periods & Tax Planning Understanding vesting schedules for restricted stock can help you prepare...