Weiss Financial Group

Who we are

Weiss Financial Group is a Fee-Only Registered Investment Advisor (RIA) serving the Putnam and Dutchess Counties, NY region. We specialize in providing objective financial planning and retirement planning to help clients build, manage, and protect their assets through life's transitions.

Our team

Led by Scott Weiss and Keith Weiss, both Certified Financial Planner (CFP) professionals, we are dedicated to providing personalized financial guidance and empowering clients to achieve their financial goals. We combine expertise in retirement planning, portfolio management, and wealth management to offer comprehensive financial solutions tailored to each client's unique needs and circumstances.

Pre-Retirement Planning

• Help individuals plan for their transition into retirement by evaluating current financial situations and creating achievable goals.
• Provide guidance on maximizing retirement accounts like 401(k) plans and traditional IRAs.
• Develop investment strategies to address specific financial goals and concerns.

Retirement Planning

• Optimize portfolio allocation and diversification to maximize retirement income.
• Develop sustainable withdrawal plans to ensure a comfortable and secure retirement.
• Address specific concerns related to late-career planning, inheriting assets, or dealing with market volatility.

Other Services

• Comprehensive financial planning for life transitions like job changes, marriage, or the loss of a spouse.
• Guidance on managing sudden money situations like inheritances or stock options.
• Cash flow planning and coordination with other professionals to achieve financial goals.

What sets us apart

• Fee-Only Approach: We are committed to transparency and accountability, charging only for the services we provide.
• Experienced Team: Our team has deep knowledge and experience in all aspects of financial planning and retirement investing.
• Personalized Attention: We take the time to understand your unique goals, concerns, and financial situation to create a tailored plan.
• Client-Centered Approach: We believe in open communication, collaboration, and empowering you to actively participate in your financial journey.

Our Mission

Our mission is to provide personalized, comprehensive financial guidance and empower clients to achieve their financial dreams and navigate life's financial challenges with confidence.