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

LinkedIn: https://www.linkedin.com/in/scottgweiss
Facebook: https://www.facebook.com/WeissFinancialGroup
Blog: https://w ww.mahopacmoney.com

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