Weiss Financial Group, LLC

Weiss Financial Group provides investment advisory and financial planning services primarily to individual and corporate clients, delivering ongoing portfolio management through its own Weiss Financial Group wrap-fee program and through participation in a third-party wrap platform. The firm also produces occasional newsletters and offers educational seminars on general financial planning topics that are distributed to clients and prospects.

The firm typically manages accounts on a discretionary basis and emphasizes a value-oriented, long-term approach while using tactical and strategic asset-allocation tools; it may select or allocate model portfolios from unaffiliated signal providers or engage sub‑advisers to manage portions of client assets. Weiss Financial Group uses custodial and administrative platforms to support trading, reporting and fee billing, and conducts periodic (at least quarterly) reviews while serving as the communication conduit between clients and any third‑party managers it selects.

Several features distinguish Weiss Financial Group from many peers: it acts as sponsor of its own wrap-fee program and explicitly discloses that program-related fees are shared among the firm, custodians and third‑party advisers while describing controls to mitigate conflicts of interest; the brochure also documents the firm’s recent material disclosures relating to its wrap program. The firm’s advisers have outside business activities disclosed in the brochure — including acting as insurance agents and an affiliation with a real estate entity — and the firm describes procedures intended to address the potential conflicts those activities create.