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Lyle Weintraub, CFP is a Managing Director and Wealth Management Advisor who provides financial planning and investment services to attorneys, executives, and business owners in Parsippany, NJ, the tri-state area, and nationwide, with a focus on tax-aware planning, equity compensation guidance, and retirement decisions. He has been advising clients since 1993 and emphasizes a personalized, listening-first approach called Living Wealthfully.
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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.
- Website
- lyleweintraub.com
- Phone
- 973-244-4216
- Address
- 300 Kimball Drive, Suite 310, Parsippany, New Jersey, 07054
- Business hours
- Mon-Fri: 08:30 - 18:30, Sat-Sun: Closed
- Founded
- 1993
- Categories
- Financial services