Fee-Only Financial Planner for Corporate Professionals | Westchester, Putnam & Fairfield County
Keith Weiss, CFP®
You've spent time building wealth through your career — a 401(k), equity compensation, maybe a pension or business interest. Now the decisions are more complex. I help high-earning professionals in Putnam, Westchester, and Fairfield Counties move forward with clarity, confidence, and a plan built around your life.
CFP® · Fee-Only · Fiduciary · SEC-Registered · Typically serving households with $500K–$5M in investable assets
Serving Putnam County, Westchester County & Fairfield County
I help professionals and families organize their financial lives, make informed decisions, and move forward with clarity and confidence.
Free Guide
When Can I Retire?
A simple checklist to help you evaluate your financial readiness for retirement.
Retirement is not just about reaching a number. It’s about understanding how your financial resources support your lifestyle, your goals, and the life you want to live.
Download a short guide to help you think through the key decisions around income, taxes, and long-term planning.
Free Guide. No Obligation.
Wealth Management for Corporate Professionals that have built something real
You’ve accumulated significant assets — a 401(k), equity comp, maybe a business interest. Now the decisions are more complex, the stakes are higher, and the cost of a mistake is real. I help high-earning professionals in Westchester, Putnam & Fairfield Counties protect, grow, and deploy their wealth with clarity and confidence.
Complex Wealth Requires a Specialist
My clients aren’t just “investors.” They’re high earners navigating decisions that most advisors rarely see — RSUs vesting, pension timing, deferred comp elections, rollover strategy on a 30-year 401(k). I’ve built my practice around this complexity.
Familiar with employees at:
IBM, Pepsico, Regeneron, Mastercard, Amazon, Healthcare Systems, Public Sector.
Who I Help
I work with clients facing meaningful financial decisions and looking for a thoughtful, ongoing planning relationship.
Corporate Professionals with Equity Comp
RSUs, stock options, deferred compensation, and 401(k) rollovers. You’ve accumulated real wealth through your career — let’s make sure it’s working as hard as you did.
healthcare Professionals
Complex benefit structures, student debt strategy, and building wealth on a demanding schedule.
Public Sector and Pension Holders
Pension timing, 403(b) and 457 coordination, and retirement income layering.
Business Owners
Exit planning, business sale proceeds, and transitioning from business wealth to personal wealth.
Pre-Retirees (Ages 40-60)
The decade before retirement is when decisions matter most — Social Security timing, Roth conversion windows, and income sequencing.
Financial Planning Built Around Real Life
Financial planning is not just about numbers—it’s about helping you make thoughtful decisions with clarity, confidence, and purpose.
We work with professionals, families, and individuals navigating important financial choices across retirement, taxes, investing, and life transitions. Our focus is on helping you bring structure to your financial life so you can move forward with intention
4 Planning Pillars
Retirement Planning
- When can I retire?
- How much can I safely spend?
- How should my savings be structured to support the life I want to live?
Tax Planning
Thoughtful planning to help reduce unnecessary taxes over time — including Roth strategies, withdrawal planning, and coordination across accounts.
Investment Strategy
A disciplined investment approach designed to support long-term goals rather than short-term market predictions.
Life Decision Planning
Major life choices — career changes, relocation, retirement timing — often have financial implications. I help clients evaluate these decisions with clarity.
How We Work Together
Step 1: Get Organized
Understand your current financial picture, priorities, and questions.
Step 2: Build Your Plan
Develop a thoughtful strategy around retirement, taxes, investments, and major life decisions.
Step 3: Implement Thoughtfully
Coordinate action items in a practical, manageable way.
Step 4: Ongoing Guidance
Some clients choose to continue working together through an ongoing planning relationship, where we provide continued guidance and adjustments as life evolves.
For one-time planning engagements, we focus on delivering clear, actionable recommendations so you can move forward with confidence.
Return on Life Planning – What that Actually Means
Most advisors optimize for portfolio returns. I optimize for something harder to measure but far more important: whether your financial life is actually supporting the life you want to live.
Competence First
Before anything philosophical, I need to earn your trust with technical excellence — tax-smart investing, income sequencing, equity comp strategy, and estate coordination. That’s the foundation.
Life-Centered Planning
Your financial plan should be built around your goals, your timeline, and the life you actually want — not a generic model portfolio. We start with what matters to you, then build backwards.
No Conflicts Ever
As a fee-only fiduciary, I am legally and ethically required to act in your interest. I earn no commissions, no referral fees, no product incentives. My only incentive is your outcome.
Professional Memberships
Professional Memberships
Keith Weiss is a CFP® professional and member of several organizations dedicated to advancing fiduciary financial planning, including:
These organizations promote fee-only financial advice and high professional standards for client service.
Weiss Financial Group is a Fee-Only, Registered Investment Advisor (RIA) serving the entire Putnam County NY (Mahopac, Brewster, Putnam Valley), Northern Westchester NY County (Somers, Yorktown Heights, Katonah, North Salem), Fairfield County CT (Ridgefield, Danbury). We specialize in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life’s transitions. Scott Weiss and Keith Weiss are CERTIFIED FINANCIAL PLANNER™ Professionals.