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...

Client Service Manager

Stephanie has over 20 years of financial services experience, working for companies including Prudential Insurance...


Find out how we can help you reach your financial freedom

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Latest Blog Post

Thrifty Under Thirty: An Introduction Introducing Thrifty Under Thirty, a new blog series through Weingarten Associates about intelligent finances for young adults. I am a current young adult, a 21-year-old graduate student who has taken a personal interest in my finances. I have learned a lot, and I am continuing to learn, but I wanted to share with my fellow peers what I have learned. Thrifty Under Thirty: What Is A Credit Score, and How...
With 2024 right around the corner, the IRS recently announced several contribution limits for retirement accounts as well as increased thresholds for income tax brackets. Below are the highlights: Qualified Retirement Plan Limits (401(k), 403(b), 457, etc.) Employees who participate in these plans will find that the annual deferral limit has been increased to $23,000 (up from $22,500). Age 50+ catch-up deferrals will remain the same at $7,500. Roth IRA Contribution Income Limits: Individuals can...
Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. While the primary focus for all investors should be long-term returns, there may be a short-term investment opportunity that can address both competitive interest rates and high inflation: I-Bonds. What are I-Bonds? I Bonds are a type savings bonds issued by the US Treasury. Their interest rate is a combination of a fixed rate that stays the same...