Ian Weiner, CFP®
Your Personal CFO - Grow, Preserve and Protect your wealth - for generations.
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Serving Clients Nationwide
Your Personal CFO - Grow, Preserve and Protect your wealth - for generations.
Areas of Focus
- Alternative Investments
- Estate Planning
- Exit Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Ian Weiner, CFP®
I'm Ian, I help discerning investors, families and business owners take back as much of their time as possible, while making sure they don't miss out of investment opportunities, and tax strategies to keep more of their wealth and pay as little as possible to Uncle Sam.The way we'll work together is a bit different than what most people are used to, or expect from a financial advisor. Here's how we create a team that works for YOU:
We act as a Personal CFO (Chief Financial Officer) for you or your family / business. We help you build and manage your "Wealth Team" - the group of specialists that guides through every financial area: Tax preparation, Investments, Real Estate, Banking, Estate Planning, Corporate Law, Insurance, etc.
Most people we talk to have accumulated various professionals in these disciplines over time, and each one exists in their own "silo", and rarely do they communicate, let alone work together to make sure you're not missing out on any strategies or opportunities.
We come and help you make sure:
1. Those specialists are all "A" players - they are experts in their field, and they're proactive.
2. They work together and communicate.
We take over as the main point of contact for your "Wealth Team" so that you don't have to waste time having the same conversation with each one of them to try to get anything done.
We're simply adding a buffer for you - so that you can spend your time on what you enjoy most. When you get a "Pitch" of some product, investment strategy or idea, you simply toss it to us, we'll evaluate it with your team, and then present it to you if we think it makes sense. If it doesn't - you don't have to worry about it again.
Time is your most precious resource, we help you keep it, and spend it well.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Financial Planning Association
Primary Location
Bentonville, AR, USA
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Other
- Package Offers
- Per Session
- Percentage of Assets Managed
- Percentage of Income
- Subscription
What to expect in the first meeting
15- 30 Minute initial consultation to determine if we should begin the planning process. I don't give advice during this time, but I will likely share some ideas. We'll talk about the work you've done so far, what you think you're missing and what you'd like to accomplish with a financial planner.Offers Investment Management
Yes
About Generations Wealth Partners
Investment advice is offered through Fortis Capital Advisors, LLC. 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Fortis Capital Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise, or training. The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request.The information provided herein is for informational and entertainment purposes only and should not be considered investment, tax, legal, or other professional advice. Bespoke Wealth Solutions does not offer tax or legal advice.
Education
Quantic School of Business and Technology, Master of Business Administration - MBA
Hobbies and Interests
- Board Games
- Camping
- Cars
- Church
- Collecting
- Cooking
- Eating Out
- Entertaining
- Exercising
- Family
- Football
- Golf
- Grilling
- Hiking
- Hockey
- Hunting
- Movies
- Music
- Painting
- Reading
- Relaxing
- Tennis
- Theater
- Traveling
- Volunteering
- Walking
- Wine
- Working Out
- Writing
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Americans Living Abroad
- Artists
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- College Graduates
- Contractors
- Corporate Executives
- Couples
- Crypto Investors
- Dentists
- DIY Investors
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Retail Industry
- Sales Professionals
- Scientists
- Single Women
- Special Needs
- Specialty Sub-Contractors
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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