Weinstat Wealth Management, Inc. is an independent Investment Advisory firm, registered with the Securities and Exchange Commission. Our distinct focus is on the prudent long term growth of our clients' capital. Weinstat Wealth Management, Inc. was formed in 2010 as an outgrowth of Weinstat and Weinstat CPAs, where the Investment Advisory service began in 1994. Its growth and success have led to the establishment of its own entity, continuing with the same principal shareholder, Michael Weinstat, CPA.
Weinstat Wealth Management’s disciplined investment process, coupled with highly personalized service, has resulted in long lasting relationships with our clients.