We are a team of CFP® professionals, who serve as investment and financial planning advocates and Family Office counselors. The advice and services we provide allow our clients to devote time to personal goals, business, community and, most importantly, family and loved ones.

Our mission as our clients’ personal CFO is to contribute significantly to their success and quality of life by working with them to simplify the demands of managing their wealth.

Comprehensive financial planning is a life-long process that enables well- informed and thoughtful decisions which reflect the ever-changing circumstances of our lives.

For many, just the thought of planning can be overwhelming. Our commitment is to be sensitive to each client’s individual needs as they gain confidence, understanding and control over their financial decisions. We are proud that our investment strategies and financial planning advice have been included in numerous articles and interviews in some of the nation’s premier financial media, such as The Wall Street Journal, Business Week, Bloomberg Wealth Manager, New York Magazine, Yahoo! Finance, The Dow Jones Newswires, the LA Times, and in the book “What Goes Up –The Uncensored History of Modern Wall Street.”

Ian Weinberg, CFP® and Family Wealth & Pension Management have been providing guidance to leading families, business owners and affluent individuals for over 20 years. By working with a select number of clients, we can ensure that each of our professionals is intimately familiar
with our clients’ financial circumstances, goals and objectives. This level of understanding and support for our clients is similar to the old world family office services enjoyed by multi-billion dollar families.
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If you are looking for a firm to make a difference in your life and the lives of your loved ones, we may be the right choice for you. We look forward to having the opportunity to learn about you.  If you have further questions or needs and are considering our firm for its comprehensive and integrated approach to wealth planning and investment management, please feel free to call us at 516-921-8300 or email us.