Welcome to Family Wealth & Pension Management LLC, 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.”

Meet Our Team

Ian M. Weinberg, CFP®
Diana T. Stanis, CFP®
Michael Brenner
Starr Cappetta