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Personal Approach To Finances
Weiss LoPresti Capital Management, LLC is dedicated to helping our customers to achieve their vision of their individual financial future. We get to know our customers on both a business and personal level. This approach allows us to provide a variety of financial options and solutions based on their individual needs. We never take a “cookie cutter approach” and always provide complete and total transparency in regards to our operations.
Committed To Knowing You
Our Clients are our most important and valued asset. We are committed to knowing you on a personal and financial level that allows us to achieve your short- and long-term financial goals. We provide the highest level of personalized, interactive service that you will find anywhere.
Total Transparency
We believe in providing Total Transparency to our Clients. We always provide you with a complete breakdown of costs including any applicable fees and/or commissions earned by our firm. We are dedicated to being totally transparent to you and your employees.
Since 1993
Investing In Knowing You™
Welcome to Weiss LoPresti Capital Management’s Web site. Within this site you will find a wealth of information on how we can work for you to create a secure financial future for you and your family. Our
goal is to take a proactive approach to understanding your unique financial situation by educating and mentoring you in order to gain a better understanding of your available options. Whether it’s understanding your insurance needs, sorting through investment options, or determining estate planning and wealth preservation opportunities. We get to know you at a personal level that ensures we are making the best recommendations, specific to your unique financial goals.
This web site is structured to provide you with in-depth and relevant product information, research, market trends, timely and topical tax/investment information and much more. However, information is only as good as to how it can effect your individual financial situation. Because we are an independent financial planning services provider, we won’t try to force you into investment products that are one-size-fits-all or benefit us financially. Our hands-on, personal approach is designed to maximize the effectiveness of executing customized financial strategies that make the utmost sense for you.
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