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.

 

Contact Us

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...

HOW CAN WE HELP YOU?

Find out how we can help you reach your financial freedom

Contact Us Learn More

Latest Blog Post

On 12/27/20, this act was signed into law which extends certain provisions that were passed back in March with the CARES Act (see our earlier blog). While the most noteworthy aspects about this act are the $600 stimulus check and extended unemployment benefits, this new law does present some tax planning and financial planning opportunities. Below we go over some of the major aspects: $600 Stimulus Check & Income Limitation This second wave of stimulus...
In our last blog, we discussed several questions to answer when contemplating your relationship with money. This exercise is meant to stimulate a self-analysis of the role of money in your life. Given the amount of questions, we have split them up into two parts. Below is Part Two of said questions. (The following questions are taken from “Financial Planning 3.0” by Richard B. Wagner) Why are you in the profession you are in now...
Your relationship with money is a lifelong, ever-changing process. Reflecting on this relationship from time to time is encouraged as you may discover something you did not know about yourself. Below are several questions to ponder and observe how your relationship with money has changed over time. (The following questions are taken from “Financial Planning 3.0” by Richard B. Wagner) What is your first memory of money? What was your happiest moment with money? Your...