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

How the Sequence of Portfolio Returns Could Impact Your Retirement

May 29, 2019

A 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 […]

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Don’t Let Emotions Influence Your Investment Decisions

May 21, 2019

Are your choices based on evidence or emotion? Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of them emotional, […]

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Should You Take Your Pension as a Lump Sum or Monthly Lifetime Payments?

May 8, 2019

Corporations are transferring pension liabilities to third parties. Where does this leave retirees? A new term has made its way into today’s financial jargon: de-risking. Anyone with assets in an old-school pension plan should know what it signifies. De-risking is when a large employer hands over its established pension liabilities to a third party (typically, […]

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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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