Financial Planning & Wealth Management in Essex County, NJ
Serving Clients Nationwide
When it comes to financial planning, analyzing the numbers is only a fraction of the puzzle. What are your goals, dreams, and aspirations, and how can you reach them? Lyle Weintraub, CFP®, takes a relational approach to financial planning and wealth management. Our team, led by Lyle, believes that a successful financial plan begins with listening and understanding.
With decades of experience, Lyle has created a respected methodology that captures every detail you provide. As a wealth management advisor affiliated with Bleakley Financial Group, an independent financial planning firm, Lyle Weintraub offers advice and recommends products that benefit you, not an institution.
When you choose us for financial planning and wealth management in Essex County, NJ, you’ll receive a partner dedicated to helping you live the life of your dreams without limits. We’re ready to listen – schedule a conversation today. Our firm is minutes from Manhattan, serving clients in New York, New Jersey, Connecticut, and nationwide.