Investing In Knowing You™
Welcome to Weiss LoPresti Capital Management’s Web site.
Within this site you will find a wealth of information on how we can work for you to create a secure financial future for you and your family. Our goal is to take a proactive approach to understanding your unique financial situation by educating and mentoring you in order to gain a better understanding of your available options. Whether it’s understanding your insurance needs, sorting through investment options, or determining estate planning and wealth preservation opportunities. We get to know you at a personal level that ensures we are making the best recommendations, specific to your unique financial goals.
This web site is structured to provide you with in-depth and relevant product information, research, market trends, timely and topical tax/investment information and much more. However, information is only as good as to how it can effect your individual financial situation. Because we are an independent financial planning services provider, we won’t try to force you into investment products that are one-size-fits-all or benefit us financially. Our hands-on, personal approach is designed to maximize the effectiveness of executing customized financial strategies that make the utmost sense for you.
Just a few of the companies we partner with...
Our Business is You. Your Family. Your Future.
Your Financial Freedom.
Contact Us Today To Join Our Growing Family!