Seth Stephen Weinstein
Financial Advisor


The Weinstein Group

HELPING PEOPLE DEFINE, CREATE, AND ENJOY

FINANCIAL INDEPENDENCE

At the Weinstein Group, we have been challenging clients to intentionally live their most amazing lives for over 13 years. We help you imagine YOUR ideal life, give you the clarity and perspective you need to know what's possible, and deliver a financial plan to help achieve it.

OUR MISSION is to flip the traditional model and change the approach to planning for clients. We help you make the switch from having your investment results drive your life plan, to enjoying a life plan that is the sole driver of your financial plan.

What's Different about The Weinstein Group?

Most professionals in the financial services industry operate exclusively in one of three areas:

  • Asset Managers - These advisors typically serve as investment managers focusing only on "rate of return".
  • Insurance Agents - These advisors tend to view insurance as the solution to every problem.

Our team simplifies your life and improves your plan efficiency by providing access to all of these areas so you can implement your multi-faceted plan at one firm.

We specialize in creating income distribution plans that look to adapt to changing financial environments. We help clients get the most out of their financial lives by designing plans to help maximize the probability of a successful outcome based on several key factors including taxes, market environment, health care costs, social security optimization, longevity, and legacy goals.

Most importantly, we take a collaborative approach to planning: We educate. YOU make decisions. Not the other way around.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck