Mahopac, NY & Danbury, CT · Fiduciary · Fee-Only
Helping Successful Professionals Turn Complex Financial Decisions Into a Coordinated Plan
You’ve spent years building wealth.
Now the challenge isn’t accumulating more.
It’s making sure every financial decision works together.
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 services around this complexity.
As wealth grows, financial decisions become increasingly interconnected...
Income
Investments
Taxes
Retirement
Estate
Coordination
Is This You?
You may benefit from comprehensive financial planning if you:
Planning First. Investing Second.
Many advisors begin with your portfolio. We begin with your life.
Only after we understand your goals, taxes, retirement timeline, cash flow, and long-term priorities do we design an investment strategy that supports them.
Some clients simply want a comprehensive financial plan.
Others choose to continue with ongoing investment management and planning.
Either way, the planning comes first.
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
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.
No spam. No sales calls. Just the guide. Unsubscribe anytime.
Already Have a Portfolio?
Already Working with Another Advisor?
You don’t have to move your investments to discover whether you’re receiving the advice you deserve.
Get a Second Opinion
A second opinion isn’t about replacing your advisor—it’s about ensuring every part of your financial life is working together.
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
Financial success isn’t measured only by your net worth. It’s measured by the freedom, confidence, and choices your wealth creates.
Money is a tool—not the destination.
Financial planning should help you spend your time, energy and wealth more intentionally.
Financial success isn’t measured solely by your net worth—it’s measured by the choices your wealth allows you to make.
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.
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 with a primary location in Mahopac, NY and a secondary location in Danbury, CT.
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.
I believe successful professionals deserve advice that coordinates every aspect of their financial lives—not just investment management.
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
Our clients are typically professionals who have accumulated significant assets and want thoughtful guidance—not product sales or market predictions.
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