What We Do
401 (k)/403 (b) Plan Products
Weiss Lopresti Capital Management’ clients come from a variety of backgrounds, industries and experience. We will conduct fact-finding meetings to identify and prioritize your firm’s specific needs. We conduct an exhaustive search and research to identify your best 401 (k)/403 (b) options. We can then set-up, implement and manage all aspects of the plan you select.
Wealth Management
Holistic financial planning will transform your personal goals into an actionable strategy. From estate planning to stock option management, your financial success hinges on identifying and accessing investment management and financial planning that is specifically structured to address your unique needs.
Retirement Plan Advisors and Investment Mentoring
As a fiduciary consultant, the counsel and guidance that we provide to clients takes a complex industry and strategies that we make sense of for your specific needs in easy to understand terms. We are not recommending, or selling, proprietary products or guidance that does not fit your goals. We assist you in the selection of investment options, track the performance of your investments and, provide and monitor investment policy statement. All designed to make sure you are getting timely and meaningful information that you can act on, if need be.
Portfolio Management Services
We take a hands-on approach to Portfolio Management which means your portfolio receives the benefit of our personal management and attention. We are focused on your long-term goals and financial plan with the backing of a credentialed team of portfolio management professionals.
Nonprofit Advisory Services
Your financial advisor should be a partner to your organization, offering the skills and resources that give you confidence in your strategic financial planning decisions. This approach allows you and your board to dedicate yourselves to the organization’s mission while feeling confident that your financial future is secure.
Our Business is You. Your Family. Your Future. Your Financial Freedom.
Contact Us Today To Join Our Growing Family!