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.

 

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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?

Find out how we can help you reach your financial freedom

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Latest Blog Post

As important financial paperwork piles up over time, a major question arises, “Should I shred this?” This is a delicate issue as there is the possibility that one may discard something that should have been kept. While our clients have access to their own online portal to store these documents indefinitely, there is the paper trail that one still has to deal with. In an effort to reduce physical clutter and avoid the threat of...
Disclaimer: The older you are, the more relevant the post will be. On the flip side, the younger you are, the less relevant it will be! Moving into a long-term care facility can seem like a challenging process. From the costs to the actual move, there is a lot that goes into this. If properly covered, the cost of a facility should not be a major issue nor should the actual move, albeit stressful as...
Ken Weingarten |
The following post was written by my fellow advisor Rick Waechter of Old Peak Finance in Chapel Hill, NC. Thank you to Rick for alerting me to some of these options! If you spend less time thinking about how to give your money away than how to make it, you’re like a lot of us (Bill and Melinda Gates aside). But if you have ever wondered whether your charitable giving is having the impact it...