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.
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 Systems
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
Most advisors optimize for portfolio returns. I optimize for something harder to measure but far more important: whether your financial life is actually supporting the life you want to live.
Use a clear and attention-grabbing short paragraph to engage your audience and draw them into reading the rest of your content.
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 — investment strategy, tax optimization, retirement income design, and risk management.
Ongoing Partnership
Annual reviews, proactive advice as life changes, and a relationship built on trust.
Not Sure If You Can Actually Retire?
This short guide is designed for professionals who have built real wealth and want an honest framework for evaluating retirement readiness — beyond the generic “save 10x your salary” advice.
No spam. No sales calls. Just the guide. Unsubscribe anytime.
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
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