Skip to content

Keith Weiss CFP®

  • How I WorkExpand
    • Services
  • Who I Help
  • Insights
  • About KeithExpand
    • Areas We Serve
  • Schedule a 15-Minute Call
Keith Weiss CFP®

Keith Weiss, CFP®

Return on Life Planning

Fee-only wealth management for corporate professionals and families navigating complex financial decisions in Westchester, Putnam, and Fairfield Counties.

Office Locations

Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of an specific securities product, service, or investment strategy. Investments involve risk and unless otherwise state, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products and services are offered through individually licensed and appointed agents in all applicable jurisdictions. The advisers at Weiss Financial Group are not attorneys of a law firm but can provide guidance to the client's other professionals.

© 2026 Keith Weiss CFP® - WordPress Theme by Kadence WP

Stay informed with planning insights Subscribe
  • How I Work
    • Services
  • Who I Help
  • Insights
  • About Keith
    • Areas We Serve
  • Schedule a 15-Minute Call

Loading Comments...