Weinstat Wealth Management, Inc.

  • Website: http://www.weinstatwealthmanagement.com/
  • Size: 1-10 employees
  • Overview: Weinstat Wealth Management, Inc. is a wealth management company focusing on growing its clients assets responsibly over the long term. Michael Weinstat is the 99% owner. It is located in Roslyn Heights, NY but has clients in other parts of the country. Michael Weinstat is also a CPA and has practiced public accounting since 1984. As a CPA he has a credential that the vast majority of other financial services professionals do not have. With his financial experitise, Michael does all of his own research for both equities and mutual funds. The company provides personalized investment reports which are accompanied by an informative investment letter each quarter to its clients. For its high net worth clients, the company provides separately managed equity accounts. These clients are provided mid quarter updates in addition to the quarterly reports that all the clients receive. The mid quarter updates are a review of the earnings of the equity holdings of its clients in addition to comments on the companies. Weinstat Wealth Management also provides fixed income services for clients where it is appropriate. Weinstat Wealth Management is a fee only company and is only compensated by its clients. Michael Weinstat, the 99% owner personally invests in every equity and mutual fund that his clients invest in. While Weinstat Wealth Management, Inc. was formed in 2011, the company is an outgrowth from Weinstat and Weinstat CPA's RIA which was formed in 1984.

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