Weinstat Wealth Management Inc

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About the FirmThe firm has two partners, H. Arnold Weinstat and Michael Weinstat. Both partners are Certified Public Accountants, a distinction not generally found in most investment firms. We provide our services only on a "fee for service" basis, which, we believe, avoids potential conflicts of interests present when advisors work on a commission basis. Weinstat Wealth Management, Inc is not licensed to sell mutual funds, stocks, bonds, insurance, annuities or any other commissioned product. While we trade through the highly regarded institutional division of Fidelity Investments, the firm has no affiliations with any financial companies. Weinstat Wealth Management, Inc holds discretionary power over all of its accounts and, as such, have the ability to maximize opportunities for our clients.