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Keith Weiss (CFP®)

Keith Weiss focuses in the
following client markets or areas of practice:

  • AUM
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I empower motivated individuals to take control of their financial lives and achieve lasting financial freedom. Together, we’ll eliminate the stress often associated with finances and investing, enabling you to enjoy life today while building and protecting your nest egg for the future. This process requires discipline, diligence, patience, and action, and I’ll be by your side as your trusted guide every step of the way. For those in retirement, I provide guidance on making your savings last throughout your retirement with confidence.

Additional Information

Specialties:

  • Small business owners, Company employees, Real Estate owners, Public Service & government workers.
  • Pensions, 401(k) plans & stock options, 403(b), 457 plans, Real Estate Investments, Small Business Company Retirement Plans.
  • Highly motivated savers that are in the Accumulation Phase of building their nest egg and/or family wealth.

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NAPFA Start Date

February 03, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

704 Route 6 Mahopac, NY 10541-1635 Phone: (845) 621-4700
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