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Keith Weiss (CFP®)

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

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

I work with individuals and families who want to take a thoughtful, long-term approach to their financial lives. My focus is helping clients bring clarity and structure to important financial decisions so they can build financial security while also enjoying life along the way.

Many of my clients are motivated savers in the accumulation phase of building wealth, as well as individuals preparing for or transitioning into retirement. I help clients develop strategies for saving, investing, retirement income planning, and navigating major financial decisions with confidence.

For clients nearing or in retirement, my work often focuses on helping them turn their accumulated savings into a sustainable income plan so they can enjoy retirement while maintaining long-term financial stability.

My goal is to help clients ensure their financial resources support both long-term security and a meaningful life.

Additional Information

Clients I commonly work with include:

Many of the individuals and families I work with are high-earning professionals or public sector employees who are building wealth through workplace retirement plans, pensions, and equity compensation.

  • High-income professionals building long-term financial independence
  • Public service and government professionals with pension benefits
  • Company employees with workplace retirement plans such as 401(k) and 403(b) plans
  • Individuals receiving equity compensation, including stock options and RSUs
  • Individuals experiencing financial windfalls or major liquidity events
  • Small business owners and self-employed professionals
  • Real estate investors

Areas of planning often include:

  • Retirement planning and retirement income strategies
  • Pension analysis and retirement transition planning
  • Workplace retirement plans such as 401(k), 403(b), and 457 plans
  • Employer equity compensation including stock options and RSUs
  • Tax-aware planning related to bonuses, windfalls, and concentrated wealth
  • Real estate investment planning
  • Retirement plan strategies for small business owners

MY LINK

Personal Website:

NAPFA Start Date

February 03, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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