There are a ton of advisors out there that are good at the numbers. We think that’s simply a prerequisite of the job. What separates us and our team from the rest is listening, caring, customizing and dedication to service.
We believe that getting to know your family needs and building strong, open and honest relationships is the route to living wealthfully. And yes, we’re also very good at the numbers.
" It’s not just math, It’s emotions "
– Lyle Weintraub
There’s no mathematical formula for happiness. Everyone’s financial security looks different. Our wealth management practice takes the time to learn what wealth means to you emotionally. Someone might want to retire with $10M in the bank, but what they really want emotionally is that retirement home in Portugal. There’s no software that can do that. It comes from listening, experience and being human.
You’re obviously good at what you do, but we know that you may not be an expert in short and long term investment strategies, tax codes, estate planning and risk management. That’s why we take the time to make sure communication is clear. You know where you want to be. Now, you can clearly see how you’ll get there.
Before we start talking about money, we talk about life. I want to start the relationship knowing everything I can about you. And, want you to feel 100% comfortable with me.
Here, we dig deep, and I ask a lot of questions. I want to know what you really desire. The more information we have, the more we can create something that’s truly specific for you.
Our team looks over all your data and information from every possible angle. And we come back with a perspective and insights you haven’t found anywhere else.
The fun part. We present our plan in a simple, human way. After some feedback from you, this plan becomes the backbone for everything.
Here is where our wealth management advisors execute the strategies we choose for your financial growth and observe if the plan requires any adjustments over time.
During our relationship, we keep the dialogue going and check-in routinely. As new events develop in your life, you can rest assured we’re here for you.
After decades of experience Lyle has refined a methodology of planning that represents your goals accurately. From the moment of your first conversation to the exacting implementation of your financial plan, every detail is both contemplated and incorporated.
We’re proud of our growing team and their steadfast commitment to service. And, you’ll also be pleased to know that we are bolstered by the Bleakley Financial Group. This gives us the resources, freedom and flexibility to provide the service and products you deserve with objectivity, in an effort to recommend only what is best for your individual situation.
Many clients often say Lyle cares about their family like they’re his own. He and his team will relentlessly pursue the best possible outcome in every situation. Because when things don’t go according to plan, you need a strong voice and committed advisor serving your best interests.
Lyle Weintraub is an investment advisor representative, affiliated with Bleakley Financial Group, an independent financial planning firm. This means that we are free to make decisions and provide you with products and advice that are right for your family, not what’s for good for an institution. And you have the freedom to be transparent and pursue the life you want to live without boundaries.
Average current client tenure
Average household relationship
Lyle has nearly three decades experience as a financial consultant
Of clients are Business Owners, Partners, or Senior Executives
Body fat after buying Peloton plus and bike shoes
Being a part of the Bleakley team, we have countless resources at your disposal. From document review to life coaching to relevant articles, we’re dedicated to making certain you always have all the support you need.
We’d love to hear from you! If you have any questions or need further information, please feel free to reach out to our dedicated wealth management advisors in Essex County, NJ. We are here to assist you with all your financial needs.
© 2024. All Rights Reserved
Bleakley Financial Group
Check the background of this investment professional on FINRA’s Broker Check
Advisors associated with Bleakley Financial Group, LLC may be either (1) registered representatives with, securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Bleakley Financial Group, LLC; or (2) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial.
The LPL Financial registered representative associated with this website may discuss and/or trade transact business only with residents of the states in which they are properly registered or licensed.
You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, or tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.
Insurance products and services are offered through various insurance agents and or/agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by an federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.
The Forbes Best-In-State Wealth Advisor ranking was developed by SHOOK Research. The Forbes Best-In-State Wealth Advisor ranking was issued to Lyle Weintraub from 2022 – 2024 based off reported data as of June 30th in that calendar year. These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from Bleakley Financial Group, LLC or Lyle Weintraub in exchange for these rankings.
If you would like to view Bleakley’s most recent Client Relationship Summary, Privacy Notice, ADV Part 2A Brochure, and/or ADV Part 2A Wrap Brochure, please click here.
