About the Firm

The firm has one shareholder, Michael Weinstat. The shareholder is a Certified Public Accountant, a distinction not generally found in most investment firms. We provide our services only on a fee for service basis, which, we believe, avoids potential conflicts of interests present when advisors work on a commission basis. Weinstat Wealth Management, Inc. is not licensed to sell mutual funds, stocks, bonds, insurance, annuities or any other commissioned product. While we trade through the highly regarded institutional division of Fidelity Investments, the firm has no affiliations with any financial companies. Weinstat Wealth Management, Inc. holds discretionary power over all of its accounts.

Shareholder Biography

Michael Weinstat was a member and partner of Weinstat and Weinstat. He received his B.S. degree in business management from Syracuse University in 1984. Michael has invested his own capital since the mid-’80s and started investing professionally in 1994. He specializes in long term investment strategy and portfolio management. In 2010, Michael created Weinstat Wealth Management, Inc. as a next-generation outgrowth of the original firm. He is a 100% shareholder in the new company.