- 704 Route 6, Mahopac, NY 10541
- (845) 621-4700
- SWeiss@Weiss-Financial.com
- http://www.Weiss-Financial.com/
About Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC®
I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision.
By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up with solutions that provide peace of mind.
If you are looking for someone you can trust to explain complicated financial issues in a clear way and want to delegate your investment program to a financial advisor, you’ve come to the right place.
★ WHAT MAKES ME DIFFERENT
I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals.
As a career changer and father of two young children, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them live their best financial life.
★ SPECIALTIES
• Retirement Planning
• Portfolio Management
• Approaching Retirement
• Late-Career
• Retirement Income Planning
• Asset Allocation Strategies
• Fund Selection
• Ongoing investment monitoring
• Life Transitions
• Sudden Money Situations
• Dealing with the loss of a spouse
• Dealing with an Inheritance
• Dealing with Stock Options
• Help with 401(k) and IRAs
• College Education Planning
• Cash Flow Planning
• Coordination with other professionals
Recently Published
Which Retirement Savings Vehicle Should You Use: Traditional IRA or Roth IRA?
January 11, 2019Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or Individual Retirement Accounts, are investment vehicles used to help save money […]
What Your Financial To-Do List Should Include for 2019
December 29, 2018Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have […]
How to Tolerate Market Turbulence When Investing For The Long Term
December 27, 2018Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm. Since the end of World War II, there have been dozens of Wall Street shocks. […]
Ideal Clients
- Baby Boomers
- Investment Planning & Management
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- AUM: 1.o%+
- Flat Fee: $3,000+
SEC Records
States Registered
- New York