Founder & CEO, Financial Planner
With more than 22 years experience as a Financial Planner, Ian Weisser is dedicated to helping his clients meet their financial needs.
Ian specializes in retirement planning, more specifically, hands-on equity and fixed income managed portfolios. He strives to help each one of his clients plan for their financial future in a way that best meets his or her goals. Whether you are planning your retirement, saving for your childrens' or grandchildrens' education, or looking to preserve your wealth, Ian can help.
Rather than the conventional commission-based account, Ian believes in aligning with his clients’ interests by providing fee-based services. He believes that the unpredictable nature of the investment market commands a broad-based strategy to balance risk with potential returns. This strategy features asset allocation as the basis for investor/advisor decision-making. Ian empowers his clients with online investment tools, using technology to its fullest benefit, along with a clear, fee-based approach. To potentially reduce portfolio risk and increase portfolio income, Ian may include alternative investments and strategies for sophisticated investors that meet certain criteria.