Weinstat Wealth Management
Financial Services, 366 N Broadway Ave, Jericho, New York, 11577, United States, 1-10 Employees
Phone Number: +19*********
Who is WEINSTAT WEALTH MANAGEMENT
Weinstat Wealth Management, Inc. is a wealth management company focusing on growing its clients assets responsibly over the long term. The company is owned, in full, by Michael Weinstat, ...
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Headquarters: 366 N Broadway Ave, Jericho, New York, 11577, United States
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Date Founded: 2011
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Weinstat Wealth Management
Answer: Weinstat Wealth Management's headquarters are located at 366 N Broadway Ave, Jericho, New York, 11577, United States
Answer: Weinstat Wealth Management's phone number is +19*********
Answer: Weinstat Wealth Management's official website is https://weinstatwealthmanagement.com
Answer: Weinstat Wealth Management's revenue is Under $1 Million
Answer: Weinstat Wealth Management's SIC: 6282
Answer: Weinstat Wealth Management's NAICS: 523940
Answer: Weinstat Wealth Management has 1-10 employees
Answer: Weinstat Wealth Management is in Financial Services
Answer: Weinstat Wealth Management contact info: Phone number: +19********* Website: https://weinstatwealthmanagement.com
Answer: Weinstat Wealth Management, Inc. is a wealth management company focusing on growing its clients assets responsibly over the long term. The company is owned, in full, by Michael Weinstat, RIA. It is located on Long Island in Jericho, NY, and has clients throughout the country. Formerly, Michael was a CPA partner in the firm, Weinstat and Weinstat, CPAs. For more than 30 years. As such, he brings experience in evaluating businesses that the vast majority of other financial services professionals do not have. With this financial expertise, 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 review earnings of the equity holdings of its clients in addition to comments on the companies. Weinstat Wealth Management also manages fixed income and mutual fund services for clients where it is appropriate. Weinstat Wealth Management accepts no commissions and works exclusively on a fee-only basis. As the company principal, Michael Weinstat, personally invests in every equity and mutual fund that his clients invest in. His refrain that he "eats his own cooking," is your assurance that he has your best interests in mind.
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