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
Many individuals find themselves in a situation where they wonder if they should stay in place or move during retirement. For individuals that do decide to move during retirement, there will be a lot of costs, financial and emotional, to consider. That said, the biggest question to answer first is, “Where do I go?” Assuming you will move within the US, narrowing down what state, what city, and eventually what neighborhood can be a challenging...
Divorce can be a reality for some couples. When going through this process, there will be financial consideration to address i.e. primary residence, joint assets, alimony etc. Getting divorced while retired or when approaching retirement can bring about a new set of financial considerations. Below are some situations to be aware of: Social Security If a marriage has lasted at least 10 years, you may be eligible to receive benefits based on the ex-spouse’s earnings...
While there are various ways to go about saving for college, 529 plans remain a very popular choice due to their numerous tax and saving advantages. Setting one up is relatively simple but understanding some of the mechanics of a 529 can get a bit complicated. Below are several facts about 529 plans that can help you navigate across this area: 529 plan’s impact on financial aid When filling out the FAFSA (more info on...