Weinberger Asset Management, Inc

Alexander Weinberger is a CFP® with eight years of industry experience, serving as an advisor at Weinberger Asset Management, Inc. since 2014. He is also a partner at Marriage Financial Solutions LLC, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios to individual goals and risk tolerance using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, and manages approximately $444 million in discretionary assets with a small advisory team.

Alison Weinberger is a financial advisor at Weinberger Asset Management, Inc. She holds a Series 65 designation and has six years of industry experience. Prior to her current role, she worked at Canyon Partners for five years. Outside of her advisory work, she is a partner in Marriage Financial Solutions, a consulting firm that analyzes the financial aspects of divorce and pre- and postnuptial agreements. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm customizes portfolios based on individual goals, risk tolerance, and time horizon, employing a variety of analytical methods and maintaining a long-term trading approach.

Coleen Edwards is a financial advisor at Weinberger Asset Management, Inc with 34 years of industry experience. She holds a Series 63 designation and has worked at Robert K Hather and Wells Fargo Advisors prior to her current role. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios based on individual goals and risk tolerance, employing a mix of fundamental, quantitative, technical, and modern portfolio theory analysis, and manages approximately $444 million in discretionary assets with a small advisory team.