Weingarten Associates LLC is a fee-only, fiduciary financial advisory team based in Lawrence Township, NJ. They specialize in providing exceptional financial planning, investment management, and tax advice to a diverse range of clients, including corporate executives, professionals, self-employed business owners, librarians, academics, and individuals and families. With a focus on evidence-based investment strategies, Weingarten Associates offers wealth management services for clients with at least $1 million in investable assets, as well as a customized Wealth Accumulator Plan for younger clients or those in the accumulation phase of their long-term planning. They also provide project-based planning services for clients at the beginning of their financial journey. Led by Managing Financial Planning Partner Ken Weingarten and Managing Tax Partner Trina Weingarten, the team at Weingarten Associates is dedicated to helping individuals achieve their financial goals and improve their overall well-being.
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