Wealth Advisor in Essex County, NJ, Serving Clients Nationwide

RIA means you can feel independent too.

What is the RIA difference? Investment Advisor Representatives have a duty to act in your best interest. That is a legal obligation, and it is expressed in the investment recommendations the Registered Investment Advisor (RIA) and their representatives make and the advice and guidance they offer. Lyle Weintraub, CFP® is a wealth advisor in Essex County who has your back.  Located just minutes from Manhattan, our team serves clients throughout the Tri-State area and nationwide.  

Your best interest is also mine.

I don’t answer to anybody else except you. That’s the key to being an RIA. Decisions are always based on what’s good for you and your future.

RIAs aren’t a trend, they’re the future

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Average assets under management increase for RIA’s from 2020 to 2021

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Revenue increase from 2020 to 2021

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RIA client growth from 2020 to 2021

1 Yrs

Consistent growth year over year for RIAs

We’re ready
to listen.

We’d love to hear from you.
Please reach to our wealth advisor in Essex County, NJ with any questions.

RIA Data Source: Financial Advisor Magazine, Schwab Advisor Services 2022 RIA Benchmarking Study, 7.21.2022