Areas We Serve

Keith Weiss, CFP® works with individuals and families across Putnam County, Westchester County, and Fairfield County. Many of the individuals and families I work with live in communities throughout the northern suburbs of New York City and western Connecticut including:

Putnam County

• Mahopac
• Putnam Valley
• Carmel
• Brewster

Westchester County

• Yorktown Heights
• Somers
• Katonah
• Bedford
• North Salem

Fairfield County

• Ridgefield
• Danbury

Financial planning relationships today often include a combination of in-person and virtual meetings, allowing clients to receive ongoing guidance regardless of location.