Since 1993, Weinberger Asset Management, Inc. has been an independent, fee-only Private Wealth Management firm. Learning your story is our primary concern and the advice we provide will grow from there. Through an extensive discovery process, we help you envision a comprehensive picture including goals, challenges and major transitions before tailoring a personalized set of recommendations from the ground up. Your investment roadmap becomes a journey we take together with regular meetings and evaluations along the way — and your best life is at the heart of every decision. If you already have financial partners in place, we will coordinate, communicate and collaborate with each to create an organized, efficient team completely invested in your success. You can stop worrying about all the moving parts; that’s our job.
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.
Through combined experience, passion and expertise, the Weinberger Asset Management team works to deliver unparalleled service to our clients every single day. We look forward to building long-term relationships built on trust, partnership, and a shared vision.
For us, wealth management is a process, not an event. 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, where you are going — and construct a detailed roadmap to take you there.
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.