Scott Weiss

CFP®, RICP®, CRPC®, AAMS®, AWMA®, APMA®, CMFC®

Weiss Financial Group

Financial Advisor

I can work with clients anywhere!

Scott Weiss

CFP®, RICP®, CRPC®, AAMS®, AWMA®, APMA®, CMFC®

Weiss Financial Group

Financial Advisor

I specialize in assisting pre-retirees and post-retirees who need help with their retirement plan and want to delegate their investment management program to an advisor." - Scott Weiss, CFP®, RICP®, CRPC®, AAMS®, AWMA®, APMA®, CMFC®

I am a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT) specializing in helping pre-retirees and retirees with their retirement plan & investments.

Scott Weiss, CFP® is a Mahopac, NY fee-only financial planner. Weiss Financial Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Weiss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Scott Weiss, CFP®, is a NAPFA-Registered, Fee-Only, CFP® Specializing in Helping Pre-Retirees Plan & Invest For a Successful Retirement.


Worried About Retirement? Grab your copy of my "Pre Retirement Toolkit" with the 8 Core principles you need to retire with peace of mind. It’s filled with retirement planning tips, videos and resources. Download here: http://bit.ly/WFGToolkit


  • CFP®  - CERTIFIED FINANCIAL PLANNER™ professional
  • RICP® - Retirement Income Certified Professional®
  • CRPC® - Chartered Retirement Planning Counselor℠
  • AAMS® - Accredited Asset Management™ Specialist
  • APMA® - Accredited Portfolio Management Advisor℠
  • AWMA® - Accredited Wealth Management Advisor℠
  • CMFC® - Chartered Mutual Fund Counselor℠
  • FSCP® - Financial Services Certified Professional®
  • CAS™ - Certified Annuity Specialist™

I help pre-retirees and post-retirees who need assistance making their money last in order to secure the retirement lifestyle they envision. My typical client is 5-10 years away from retirement or already retired and looking for a better retirement plan.

<<<< CLICK TO WATCH THIS VIDEO AND LEARN MORE ABOUT ME!!!>>>

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 solutions that provide peace of mind. 

If you are looking for someone you can trust to explain complicated financial issues in a clear way, 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. 


SPECIALTIES

• Retirement Planning
• Portfolio Management
• Approaching Retirement
• Late-Career
• Retirement Income Planning
• Asset Allocation Strategies
• 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


Book a complimentary 15 minute call with me now to see how I may be able to help you: http://bit.ly/WFG15min


GET SOCIAL

LinkedIn: https://www.linkedin.com/in/scottgweiss
Facebook: https://www.facebook.com/WeissFinancialGroup
YouTube: http://bit.ly/scottweisscfp


SUBSCRIBE TO MY BLOG

Blog: https://mahopacmoney.com/


Don’t forget to grab your copy of my "Pre Retirement Toolkit" with the 8 Core principles you need to retire with peace of mind. Download here: http://bit.ly/WFGToolkit

Scott Weiss is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

<<<< WATCH THIS VIDEO TO LEARN MORE ABOUT MY FIRM!!!


★ RETIREMENT PLANNING & INVESTMENTS

We are a Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). We specialize in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions.

Scott Weiss is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.


★ HELPING 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.


★ IMPORTANT LIFE EVENTS WE HELP WITH

  1. Planning/Saving For Retirement
  2. Financial Windfalls (i.e. insurance payout, inheritance, stock options)
  3. Saving For College
  4. Job/Career Changers
  5. Loss of a Spouse

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Planning
  • Portfolio Management
  • Retirement Income Planning
  • Sudden Money Situations
  • 401(k)s and IRAs

Ideal Clients

  • Retirees and Near Retirees
  • Late Career
  • Early Retirement
  • Women
  • Widows

Working Together

  • Virtual Meetings
  • In-Office Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Scott Weiss is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Scott Weiss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Scott Weiss is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • XY Planning Network
    Scott Weiss is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • APMA - Accredited Portfolio Management Advisor

    Scott Weiss is an Accredited Portfolio Management Advisor (APMA®)

    Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

  • RICP Retirement Income Certified Professional®
    Scott Weiss is a Retirement Income Certified Professional® (RICP®)

    A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.

  • CRPC - Chartered Retirement Planning Counselor
    Scott Weiss is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • AAMS - Accredited Asset Management Specialist

    Scott Weiss is an Accredited Asset Management Specialist

    Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

  • Chartered Mutual Fund Counselor® (CMFC®)
    Scott Weiss is a Chartered Mutual Fund Counselor® (CMFC®)

    The Chartered Mutual Fund Counselor or CMFC® is a professional designation for financial advisors and investment managers. The CMFC® program provides financial planners and investment professionals with in depth knowledge of mutual funds, asset allocation, retirement planning, risk and return and other investment topics. To keep their designation, advisors must take 16 hours of continuing education courses every two years.

  • FSCP - Financial Services Certified Professional®
    Scott Weiss is a Financial Services Certified Professional® (FSCP®)

    The Financial Services Certified Professional® (FSCP®) designation offers the most complete product knowledge, and marketing and planning skills training available to financial services professionals today. To earn the FSCP® designation, candidates must complete 5 electives, Ethics for the Financial Services Professional course, the Certification Course (live webinar), and the designation exam.

  • AWMA® - Accredited Wealth Management Advisor®

    Scott Weiss is an Accredited Wealth Management Advisor® (AWMA®)

    Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Contact Scott Weiss

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Office Locations:

  • 704 Route 6
    Mahopac, NY 10541

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