Back to Search Favorites List

Scott Weiss (AAMS, AWMA, CFP®, CMFC, CRPC®, RICP®)

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

  • AUM
  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

> PRE-RETIREMENT THROUGH RETIREMENT

  • Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options.
  • Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.
     

>  WHAT I CAN HELP WITH

  • 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

> MY LINKS

Additional Information

> HOW I CAN HELP YOU

I specialize in assisting pre-retirees and retirees who need help with their retirement plan and want to delegate their investment management program to an advisor.

By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial trade offs 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 while helping you get to and through retirement, 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. 

> MY LINKS

NAPFA Start Date

March 14, 2016

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.
Submit
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.

Submit

This Office

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