Lyle Weintraub, CFP

Lyle Weintraub, CFP® is a Managing Director and Wealth Management Advisor who has served clients since 1993. He leads a team that focuses on tax-aware planning, equity comp guidance, and retirement decisions in plain English. The firm operates out of Parsippany, New Jersey, serving attorneys, executives, and business owners in Morris County, the tri-state area, and nationwide.

The firm uses a process called 'Living Wealthfully' that starts by talking about life before discussing money. This involves a fact-finding phase where they dig deep into client desires, followed by analysis, presentation, implementation, and routine maintenance. They describe this entire methodology as being 'ReLyleable'.

The business is open Monday through Friday from 08:30 to 18:30, and it is closed on Saturdays and Sundays. Clients can schedule a 15-minute conversation directly through the contact page on their website.

The advisors recommend ETFs, mutual funds, stocks, alternatives, and separate accounts. They also create sophisticated tax and estate strategies designed to help clients pursue financial independence while upholding their personal goals.

Lyle Weintraub holds the CFP® designation, which stands for Certified Financial Planner. He is affiliated with OnePoint BFG, an independent financial planning firm that is an SEC registered investment adviser doing business as OnePoint BFG Wealth Partners.

The office is located at 300 Kimball Drive, Suite 310, Parsippany, New Jersey, 07054. This location places the firm minutes from Manhattan, making it convenient for clients in New York, New Jersey, Connecticut, and beyond.

The firm emphasizes building strong, open, and honest relationships as the route to living wealthfully. They report a client retention rate of 1% with an average tenure of 15 years, aiming to create meaningful, long-term connections rather than just transactional interactions.

The firm provides full transparency through their E-Money online portal. This tool allows clients to gain a clear view of their financial plan and understand how they will get to their desired future state.

The firm was named Forbes Best-in-State Wealth Advisors for New Jersey from 2022 to 2026. This recognition highlights their standing among wealth management professionals in the region.

Lyle resides in Mountain Lakes, NJ, with his son, daughter, and their Cockapoo named Rosalita. He enjoys traveling, playing softball, reading U.S. Presidential biographies, and is a huge fan of the Yankees and Bruce Springsteen.

The team specifically targets attorneys, executives, and business owners. They describe their service as boutique by design, offering bespoke service where no client is treated as just a number.

The firm prioritizes listening first, stating that advising starts with listening, not the other way around. They believe that getting to know family needs and building strong relationships is the key to success.

The firm states that the investment performance and success of any strategy can never be predicted or guaranteed. They also note that past performance is never a guarantee of future results due to market conditions.

You can reach Lyle Weintraub, CFP by phone at 973-244-4216.

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