- 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
6 Tips for Getting Your Personal Finances in Shape for 2019
September 9, 2018Fall is a good time to assess where you stand and where you could be. You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments. You […]
If You’re at Or Near 50 here’s how to Catch Up on Retirement Saving
September 4, 2018If you are starting at or near 50, consider these ideas Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to generate a fund for […]
How the Sequence of Investment Returns Can Negatively Impact Retirees
August 1, 2018A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these […]
Ideal Clients
- Approaching Retirement
- Baby Boomers
- Investment & 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