Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.

Fee Only

Weingarten Associates receives 100% of its compensation directly from our individual clients.  This fee structure assures you that the advice we provide is unbiased and in your best interests.  As Jane Bryant Quinn of Newsweek said, “Financial planners who take commissions have a built-in conflict of interest… even with disclosure, my choice would be a fee-only planner.”

 

Fiduciary Relationship

Fiduciary is a legal term for “a person to whom property or power is entrusted for the benefit of another.”  Weingarten Associates puts clients’ needs first.  We accept the fiduciary responsibility to assist clients in managing their financial affairs. As a member of NAPFA, we adhere to the organization’s Fiduciary Oath.

 

Full Service

The Weingarten Associates team manages clients’ financial planning, investment management, tax preparation and tax planning.  The result is seamless communication between in-house financial professionals offering more in-depth planning to clients.

 

Seek First to Understand

There are no quick answers.  Weingarten Associates has a well-developed process that guides us in gaining an in-depth understanding of our clients’ goals and needs.  This allows us to create a detailed plan to help achieve client goals.

 

Personalized Service

At Weingarten Associates we recognize that each client’s goals and needs are unique.  We are committed to understanding each client and to be a long-term partner as each client moves through life’s transitions.

 

Goal Achievement

At Weingarten Associates, progress is measured by client goal achievement, rather than investment markers.  Personalized client goals are re-evaluated on a regular basis.

 

Client Education

Weingarten Associates prides itself on client education. We take the time to explain choices and teach clients to make educated decisions about their financial future.

 

Contact Weingarten Associates to learn how we can make a difference in your life.