Keith Weiss (CFP®)

Keith Weiss focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

HOW I CAN HELP YOU

I specialize in assisting young families in the Accumulation Phase of their personal finance cycle who want to delegate their investment management program to an advisor.

Whether you work at a company or own a small business, I can help optimize your investments & guide you towards building your nest egg for your future self. If you are a small business owner, I can help maximize tax savings with the strategic use of Qualified Retirement Plans.

If you are looking for someone you can trust that can simplify the complicated financial issues in a clear way while helping guide through asset accumulation to prepare for a secure retirement, then you found your partner.

WHAT MAKES ME DIFFERENT

I began my career as an Educator, an experience that has refined my skill of simplifying complex concepts. I have 10+ years experience as a Tax Accountant. Having prepared Individual & Business tax returns, I have a solid understanding of Tax concepts; a factor that is advantageous for my clients.

Working with people that have deep passion for their work is rare. This is a family office with an informal vibe. We are the contrast to Big City finance. We offer smart solutions without the pomp & circumstance. We pride ourselves on education & empowerment.

Additional Information

Persons in the Asset Accumulation Phase

  • Small Business Owners, Attorney's, Doctor's, company employees with 401(k) plans and/or stock options.
  • Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.

>  WHAT I CAN HELP WITH

  • Portfolio Management
  • Asset Allocation Strategies
  • Budgeting & Cash Flow Planning
  • Retirement Planning
  • Help with 401(k)/403(b) Plans
  • Dealing with Stock Options
  • College Education Planning
  • Insurance Planning

MY LINKS

NAPFA Start Date

February 03, 2020

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This Office

704 Route 6 Mahopac, NY 10541-1635 Phone: (845) 621-4700