Weinerman Wealth Mangement was founded by David Weinerman, an advisor with over 30 years of experience helping families protect most everything they have worked so hard to build.
We know you face complex and evolving financial conditions—and we are committed to collaborating with you to understand your unique situation, guide decision-making, and empower you to achieve your goals and dreams.
We believe deeply in personal relationships and accountability—and we are here to earn your trust every step of the way. That’s why it is our name on the door—as our personal commitment to you.
The world is changing—fast. The financial team you choose must stay current to keep up with your changing needs to best serve you now and well into the future. As an independent firm and fiduciary, we always strive to put your interests first.
Our independence also means the opportunity to operate in an open architecture platform, free to select from an unlimited array of partners and resources in the industry, including Summit Financial LLC., a leader in the independent wealth industry.
Fiduciaries committed to your best interests
Objective advice and tailored planning
Comprehensive and transparent reporting
Advanced tools and technologies
Access to top-tier research and solutions
World-class partners and resources