Our mission is to provide personalized service and objective advice to help you make important financial decisions. We work to understand your current financial picture, then partner with you to develop customized strategies with the objective to grow and preserve your wealth.
William M. Weiss
With over twenty-five years of experience in the investment advisory and financial planning fields, Bill heads Weiss Capital Management. Bill works with a small group of high net worth individuals to accumulate, preserve and distribute their wealth. Each client’s goals and objectives, liquidity requirements, risk tolerance, time horizon and individual circumstances are unique. Bill’s approach is to customize portfolios to meet his client’s specific situation.