Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC® Weiss Financial Group

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

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Recently Published

What Could Investors Expect in 2021?

January 13, 2021

Each year naturally brings more surprises than certainties, so outlooks and predictions of any kind quickly become futile. (We’ve already experienced a dramatic and unusual first week of January.) At least at this point in time, noted are a few key issues to monitor as 2021 gets going: Covid Pandemic This is the one carryover […]

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5 Biases That Affect Our Financial Choices and What To Do About It

December 9, 2020

Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices. Examples of Biases In a battle between the facts & biases, our biases may win. If we acknowledge this tendency, we may be able to avoid […]

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End-of-the-Year Money Moves to Make Before Saying Goodbye to 2020

December 3, 2020

What Has Changed for You in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. Did you start a family? That’s practically a pirouette. If notable changes occurred in your […]

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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

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