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...
HOW CAN WE HELP YOU?
Find out how we can help you reach your financial freedom
Latest Blog Post
The Biden administration recently announced a new Student Loan Debt Relief plan which seeks to provide aid to student loan borrowers as we transition back to the norm before the pandemic-related support came in place. While some of the details have yet to be fully rolled out and there is likely to be some political pushback to prevent its implementation, it is important to understand what the provision of the plan is in its’ current...
With the Free Application for Federal Student Aid (FAFSA) application date opening up on October 1st, students are given the opportunity to apply for federal loans. Understanding the terms and conditions of the different types of loans can get complicated. Below we will go over the types of federal loans offered by the US Department of Education as well as their loan limits. Direct Subsidized Loans This type of loan is available to eligible undergraduate...
Near the end of 2007 as the market was hitting new highs, I wrote a post that was titled exactly opposite of today’s post. (As the market was hitting highs, our collective expected returns were going down.) After the rather dismal financial news recently I thought it was a good time to remind readers of the good news that is implied when the prices of assets go down in value. If this does not seem...