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

If you have worked for an employer where Social Security is not withheld, such as a government agency or an employer in another country, any retirement or disability pension you receive may could reduce your Social Security benefits. The Windfall Elimination Provision (WEP) was designed with the intention to prevent individuals from take advantage of both Social Security benefits AND non-Social Security taxed pensions (thus eliminating this “windfall”). How The WEP Works Before understanding how...
Ken Weingarten |
Categories
Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. In this current interest rate environment, finding fixed income investment options have become somewhat difficult. One is forced to choose between a safe fixed income investment with little to no interest or explore the high-yield fixed income space where the principal may not be as safe. To make matters more complicated, recent inflation has been eating away at...
Many individuals have heard of Trusts, but some may not fully understand the role they can play in one’s estate plan. There are various types of Trusts, each of which can serve a particular purpose. In general, Trusts are setup by individuals as a way of retaining some control over how assets are disposed or managed after death or incapacitation. Since Wills only go into effect after you pass away, Trusts can provide some protections...