Broker Check

Family Wealth & Pension Management LLC

Family Wealth & Pension Management LLC


  • For many, just the thought of planning can be overwhelming. Our commitment is to be sensitive to each client’s individual needs as they gain confidence, understanding and control over their financial decisions.
  • We believe our clients take comfort seeing our investment strategies and financial planning information appear in the nation’s premier financial media, such as The Wall Street Journal, Investor's Business Daily, CNBC, Bloomberg, Reuter's, SmartMoney, The, Forbes, Yahoo! Finance, Businessweek, The AICPA Journal & The NY Times Business Section.

Ian Weinberg, CFP® with Family Wealth & Pension Management have been providing guidance to leading families, business owners and affluent individuals for over 25 years.

By working with a select number of clients, we can ensure that each of our professionals is intimately familiar with our clients’ financial circumstances, goals and objectives. This level of understanding and support for our clients is similar to the old world family office services enjoyed by multi-billion dollar families.