Scott Weiss

CFP®, RICP®, AAMS®, CMFC®

Weiss Financial Group

NAPFA-Registered, Fee-Only, Financial Advisor

Scott Weiss

CFP®, RICP®, AAMS®, CMFC®

Weiss Financial Group

NAPFA-Registered, Fee-Only, Financial Advisor

I specialize in helping pre-retirees & early retirees plan & invest for a successful retirement - Scott Weiss, CFP®, RICP®, AAMS®, CMFC®

Scott is a Fee-Only Financial Planner serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT).

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, CFP® is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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®
  • AAMS® - Accredited Asset Management™ Specialist
  • CMFC® - Chartered Mutual Fund CounselorSM

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision. 

<<<< 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 the country’s 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

  • In-Office Meetings
  • Virtual 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 the country’s 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.

Contact Scott Weiss

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Office Locations:

  • 704 Route 6
    Mahopac, NY 10541

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