Weiss Financial Advisors


Weiss Financial Advisors provide financial

planning and investment advice that offer

you greater knowledge, confidence and

control over your money and your future.



Your financial questions change as your life changes. The answers change with your age, marital status, and the stage of your career. They differ if you have children or have lost a life partner.


How will you handle these transitions?

Key life transitions have high stakes. The financial decisions you make at each phase can have a broad impact on your life and your financial security in the decades that follow.


Perhaps it is time to consider consulting a financial professional.

If you confer with a professional you can meet the challenges these transitions present with greater knowledge and confidence.


Weiss Financial Advisors offer both to you. We recognize that change is a constant. We use our training and experience to help you think carefully and strategically about these changes and your future. We clarify the questions you can ask, and help you understand that you may have more options than you previously thought. Then we collaborate with you to help you make intelligent decisions and take action that is right for you. That way, you can move confidently through your transition, into the next phase of your life.

Weiss Financial Advisors Serve

Individuals and CouplesIndividuals and couples –at an early stage in their lives and careers,– know they need some guidance. They have questions about saving and debt, as well as building financial security. They are generally highly educated so they understand they also have to think about retirement. But those issue seems to far off. So they delay seeking professional advice. As a result they do not take advantage of one of the most powerful tools they have, time. Weiss Financial Advisors can help them start to act in their own long term self interest and keep them on track for greater security in a changing world.

Small BusinessProfessionals and business owners often do not have the time but do have the money (and may have a family to support).  They rely on long term planning for their businesses. But they don’t have a solid plan for their own finances and the future of their loved ones. They could turn to a professional, like themselves, to anticipate changes and prepare for, e.g., college costs for a child or a sibling’s child, and more importantly balancing the impact of both  (and maybe a market reversal) for their own long term financial security. Somehow, they just do not get around to working with a professional who will take the time to review their goals, analyze their situation, clarify their options, and so put them in the position to make careful decisions about their own lives and those they love.

Women who are single or facing marriage, a partner’s grave illness, perhaps widowhood, or divorce.

Women often know they need more knowledge about these challenges, but they do not know whom to trust. So they may ask a brother,  father, or a son who may not have the training nor the time, to guide them effectively.

Women who face these key life transitions need an expert who will listen carefully to their unique challenges, then explain (in clear terms) the complex financial issues they are likely to face. The stakes are high, so women need a professional to help them clarify the options they have open to them, and so give women more control.  If a woman chooses to work with our professionals, she can also use her private consultations to safely explore the impact of taking, e.g.,  option 1 as opposed to option 2,  before she takes a step. As a result she may reduce the risks she faces.

As a result, a woman can think carefully and strategically about the impact of sharing income (and debt) in a new marriage, or dividing assets and benefits (accumulated through of marriage) if she is facing divorce. She may be able to reduce the impact of a life partner’s illness, or the challenges of widowhood on her financial security plus her ability to transfer money to her children. In short, she can make intelligent decisions that provide greater security for herself and the ones she loves.