Mahopac, NY · Fiduciary · Fee-Only
Wealth Management
for Corporate Professionals
Who’ve Built Something Real
You’ve accumulated significant assets — a 401(k), equity comp, maybe a business interest. Now the decisions are more complex, the stakes are higher, and the cost of a mistake is real. I help high-earning professionals in Westchester, Putnam & Fairfield Counties protect, grow, and deploy their wealth with clarity and confidence.
Not Sure If Everything Is Working Together the Way It Should?
As your financial life grows more complex, clarity and coordination become just as important as the numbers themselves.
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Fiduciary Standard
Always acting in your interest
Fee-Only
No Commissions. Ever.
SEC-Registered RIA
Weiss Financial Group LLC
CFP® Certified
Highest Planning Credential
Typically Serving
$500k-$5M households
Who I Work With
Complex Wealth
Requires a Specialist
My clients aren’t just “investors.” They’re high earners navigating decisions that most advisors rarely see — RSUs vesting, pension timing, deferred comp elections, rollover strategy on a 30-year 401(k). I’ve built my practice around this complexity.
Familiar with Employees at
Regeneron
Pepsico
Mastercard
Boehringer Ingelheim
Healthcare Professionals
Public Sector
Corporate Professionals with Equity Comp
RSUs, stock options, deferred compensation, and 401(k) rollovers. You’ve accumulated real wealth through your career — let’s make sure it’s working as hard as you did.
Healthcare Professionals
Complex benefit structures, student debt strategy, and building wealth on a demanding schedule.
Pre-Retirees (Ages 45-65)
The decade before retirement is when decisions matter most — Social Security timing, Roth conversion windows, and income sequencing.
Business Owners
Exit planning, business sale proceeds, and transitioning from business wealth to personal wealth
Already Have a Portfolio?
A second set of eyes can help identify gaps, inefficiencies, or opportunities you may not be seeing
Get a Second Opinion
Spot check your current strategy to make sure nothing’s falling through the cracks.
Request a Portfolio Review
Assess if your investments mix, risk level, and retirement alignment are truly where they should be.
My Philosophy
Return on Life Planning – What that Actually Means
When your financial life is organized and coordinated, you can make decisions with more confidence—whether that means investing, spending, or supporting others intentionally.
That’s what we mean by Return on Life.
Before anything philosophical, I need to earn your trust with technical excellence — tax-smart investing, income sequencing, equity comp strategy, and estate coordination. That’s the foundation.
Your financial plan should be built around your goals, your timeline, and the life you actually want — not a generic model portfolio. We start with what matters to you, then build backwards.
As a fee-only fiduciary, I am legally and ethically required to act in your interest. I earn no commissions, no referral fees, no product incentives. My only incentive is your outcome.
A Process Built for Serious Wealth
From first conversation to ongoing partnership, here’s what working together looks like.
Discovery Meeting
We go deep on your goals, assets, income, and the decisions you’re facing. I listen more than I talk.
Your Financial Plan
A comprehensive, personalized plan — Align investments, taxes, and planning into a coordinated approach
Ongoing Partnership
Annual reviews, proactive advice as life changes, and a relationship built on trust.
About Keith
A Partner at Weiss Financial Group
I’m Keith Weiss, CFP® — a fee-only financial planner and partner at Weiss Financial Group LLC, an SEC-registered investment adviser based in Mahopac, New York.
I work with high-earning professionals and families across Putnam County, Westchester County, and Fairfield County — helping them make thoughtful decisions about retirement, taxes, investments, and major life transitions.
My clients typically have $500K to $5M in investable assets and face financial decisions that genuinely matter. I take that responsibility seriously. My only incentive is your outcome.
CFP® Certified
SEC-Registered RIA
Fee-Only
Fiduciary
When Clients Typically Reach Out
Many clients come to us when:
- Their financial accounts have grown across multiple places
- They’re approaching retirement and decisions feel more interconnected
- They want a more coordinated strategy across investments and taxes
- They’re unsure if everything is working together efficiently
At this stage, the goal isn’t just more advice—it’s clarity and coordination.
Get Started
Ready to See If We’re a Good Fit?
A 15-minute call is all it takes to find out if I can help with your specific situation. No obligation, no pitch — just an honest conversation.
Typically serving households with $500K–$5M in investable assets · Westchester, Putnam & Fairfield County