
Ken Weingarten is passionate about helping individuals achieve their goals through comprehensive financial planning. ...
There are three coordinated services that comprise our Wealth Management Services:
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 $2,500,000 of investable assets.
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 $1,000,000 in investable assets.
Find out how we can help you reach your financial freedom