Lyle Weintraub, CFP

Lyle Weintraub, CFP®, Managing Director and Wealth Management Advisor, and his team serve attorneys, executives, and business owners in Parsippany, NJ, Morris County, the tri-state area, and nationwide. It's not just math, its emotions, so we start w...

Lyle Weintraub, CFP®, Managing Director and Wealth Management Advisor, and his team serve attorneys, executives, and business owners in Parsippany, NJ, Morris County, the tri-state area, and nationwide. It's not just math, its emotions, so we start with your life, not a spreadsheet. We call it Living Wealthfully. Tax-aware planning in a high-tax state, equity comp guidance, and retirement decisions in plain English. Financial planning and investments from advisors who listen first. Boutique by design, with bespoke service. No one is a number. Lyle has advised clients since 1993. Read our important disclosures.