Why use Weinstat Wealth Management, Inc. instead of a larger, more well-known adviser or even a full service broker?
We are a niche firm. We are not for everyone. Anyone who feels it is necessary to be associated with a large organization with name recognition might not be comfortable with Weinstat Wealth Management, Inc. Clients who come to us after being with large organizations find our personalized, down to earth approach refreshing, never mind our market beating long term after tax returns. One of the greatest benefits when you hire Weinstat Wealth Management, Inc., is that you hire and deal only with the partner. The partner you hire isnt going anywhere. When you go to a large organization, if the person who you deal with leaves to go elsewhere, you get shifted to another representative.
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