Keith Weiss (CFP®)

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

  • AUM
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I provide customized strategic & tactical Asset Management solutions for clients that choose to delegate this task to a professional. In conjunction with a holistic financial planning approach.

I work with High Earners Not Rich Yet (HENRY), Mid-Career Professionals. Real Estate Professionals, and Small Business Owners, to help them reach their personal financial goals through Financial Planning.

Additional Information

Mission Statement

My priority is helping my clients reach their long-term personal financial goals. I am a guide, here to walk beside you on your journey to financial freedom.


  • Budgeting & Cash Flow Planning
  • Planning & Budgeting for Retirement Income
  • Investment Optimization
  • Asset Management
  • "Second Opinion" Investment Analysis
  • Real Estate Professionals
  • Risk Management or Insurance Planning


NAPFA Start Date

February 03, 2020


This Office

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