How does the advisor help clients – Key Takeaways:
The Weinberg Capital Group, Inc. provides comprehensive financial services to help clients achieve their financial goals and secure their financial future. Their team of experienced financial experts offer personalized financial advice and investment management services to individuals, families, and businesses. They focus on building long-term relationships with their clients and prioritize their clients’ best interests.
Facts and Insights:
The Weinberg Capital Group, Inc. was founded in 1997 and is based in New York, with offices in California and Florida. It is a registered investment advisor (RIA) with over $1 billion in assets under management (AUM). The firm has a team of over 30 advisors who collectively have decades of experience in the financial industry. They pride themselves on their diverse and dynamic team, bringing a range of expertise and perspectives to help clients navigate the constantly changing financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 30+ | Since 1997 |
Financial Services Offered:
The Weinberg Capital Group, Inc. offers a wide range of financial services, including:
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning and consulting
- Insurance planning
Client Types:
The firm serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They also work with professional athletes and entertainers to help manage their unique financial needs. The Weinberg Capital Group, Inc. takes a personalized approach to each client, understanding that every individual has different financial goals and needs.
Fees & Compensation:
The Weinberg Capital Group, Inc. is a fee-based advisor, meaning their main source of compensation comes from fees paid by their clients for the services they provide. These fees are based on a percentage of AUM and are transparently disclosed to clients. The firm has a fiduciary duty to act in the best interests of their clients, eliminating any potential conflicts of interest.
Background:
The founder and President of the Weinberg Capital Group, Inc., Mark Weinberg, has over 25 years of experience in the financial industry. He holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP). He leads a team of experienced financial professionals who are dedicated to helping clients achieve their financial goals and dreams.
Financial Advisor Disclosures to Know:
The Weinberg Capital Group, Inc. has a clean record with no disciplinary actions or regulatory issues in the past 10 years. They are committed to transparency and integrity in all their interactions with clients and the public.