Ian Weiner, Cfp®, Cepa® Email & Phone Number

I'm Ian, I help discerning investors, families and business owners take back as much of their time as possible, while making sure they don't miss out of investment opportunities, and tax strategies to keep more of their wealth and pay as little as possible to Uncle Sam.The way we'll work together is a bit different than what most people are used to, or expect from a financial advisor. Here's how we create a team that works for YOU:We act as a Personal CFO (Chief Financial Officer) for you or your family / business. We help you build and manage your "Wealth Team" - the group of specialists that guides through every financial area: Tax preparation, Investments, Real Estate, Banking, Estate Planning, Corporate Law, Insurance, etc.Most people we talk to have accumulated various professionals in these disciplines over time, and each one exists in their own "silo", and rarely do they communicate, let alone work together to make sure you're not missing out on any strategies or opportunities.We come and help you make sure:1. Those specialists are all "A" players - they are experts in their field, and they're proactive.2. They work together and communicate.We take over as the main point of contact for your "Wealth Team" so that you don't have to waste time having the same conversation with each one of them to try to get anything done.We're simply adding a buffer for you - so that you can spend your time on what you enjoy most. When you get a "Pitch" of some product, investment strategy or idea, you simply toss it to us, we'll evaluate it with your team, and then present it to you if we think it makes sense. If it doesn't - you don't have to worry about it again.Time is your most precious resource, we help you keep it, and spend it well.Send DM to request a Strategy Session

Listed skills include Public Speaking, Teaching, Strategic Planning, Non Profits, and 43 others.