Enhancing Wealth Since 1993
We'll work closely with you to develop and maintain a flexible financial strategy that adjusts to your goals.
Your personal, trusted CFO
Every goal needs a plan
Financial analysis for life transitions
Since 1993, Weinberger Asset Management, Inc. has been an independent, fee-only Private Wealth Management firm. Our tried and true approach to building long term relationships with our clients is further supported by our commitment to being a fiduciary in all situations.
Built on a foundation of trust and long-term support, our unique client communication and service model ensures you’ll see your financial picture with utmost clarity and face the future with confidence knowing you’ve got an experienced, competent partner at your side.
Your life is a story, not a spreadsheet. That is why we talk less, listen more, and build smart financial frameworks that integrate seamlessly into your life, maximize your strengths, and bring your goals into sharp, attainable focus.
We start with a comprehensive evaluation of your situation and move forward after we have a complete understanding of your financial picture, from immediate concerns to long-range goals. We work to learn where you are, and where you are going — and construct a detailed roadmap to take you there. Learn more about our five step process.
A Fresh Look
Our free, consultative second opinion service puts the focus on you, not your money. Through an extensive discovery plan meeting, we work to discover the values and goals at the heart of your story before building a personally-tailored plan to help bring them to life. If our approach matches your needs, we’ll begin the next steps toward a fruitful, long-term partnership. If not, we’ll help you find an alternate provider who can. Either way, you’ll receive a Total Client Profile and personalized analysis of your situation.
Review our Client Relationship Summary here.