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.