Ian Weiner, CFP(R), CEPA
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
0
Client Reviews
0.5% to 1.75%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
N/A
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Alternative Investments
✔ Business Succession Planning
✔ Asset Allocation
✔ Cash Flow Planning
✔ Charitable Giving
✔ Estate Planning
✔ Executive Compensation
✔ Exit Planning
✔ Financial Advice & Coaching
✔ Family Wealth Transfer
✔ Financial Planning
✔ Individual Tax Services
✔ Insurance Planning
✔ Insurance/Risk Management
✔ Investment Management
✔ Life Transition Planning
✔ Liquidity & Exit Planning
✔ Pension Planning
✔ Philanthropic Planning
✔ Portfolio Management
✔ Portfolio Rebalancing
✔ Real Estate Advisory
✔ Retirement Planning
✔ Risk Management
✔ Social Security Planning
✔ Stock Option Planning
✔ Tax Strategy
✔ Trust Services
✔ Wealth Management
Our Ideal Client Profile
Entrepreneurs / Investors who want more support than basic asset allocation. You care about minimizing taxes in the long term, have clarity about your goals and want to grow and preserve wealth for your family, philanthropic mission and community.
About Ian Weiner, CFP(R), CEPA
We help entrepreneurs and HNW investors reduce (or eliminate tax) and build generational wealth w/ advanced trust/ asset protection & proactive plans.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
