Weinberger Asset Management, Inc

Weinberger Asset Management provides discretionary portfolio management and retirement‑plan advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charities, and business entities. The firm also offers non‑advisory services, including tax preparation performed by an employed CPA/EA, and may recommend unaffiliated sub‑advisers or model portfolios as part of its advice.

The firm tailors portfolios to individual goals, risk tolerance, and time horizon, using a mix of methods that include fundamental, quantitative, technical, and modern portfolio theory analysis and a long‑term trading horizon. WAM typically delegates some management to sub‑advisers or models, retains discretion to trade on clients’ behalf, treats cash as part of assets under management, and conducts at least quarterly reviews of accounts.

Noteworthy distinguishing features include operating with roughly $444 million in discretionary assets while maintaining a small advisory team and about 130 client relationships, and offering both ERISA 3(38) discretionary plan services and participant‑level advice and concierge plan services. The firm’s brochure provides its CRD number and SEC adviser page for verification, it receives institutional services and research access through Schwab, and it advertises third‑party ratings — a practice that is uncommon among peers.