Why Choose Us
Above all else, our clients and their interests, must and always come first. As fiduciaries, we employ a client focused approach to custom create portfolios that align with our clients’ needs.
We insist on one-on-one meetings whereby we can learn our clients concerns, risks and expectations.
The 401(k) Road Map By Peter Weitz
If you are involved in any decision regarding your company’s 401(k) plan, there is a high probability you are acting as a fiduciary. The 401(k) Road Map defines what that role entails and offers a plan, process, and discipline to help navigate through the maze of government rules and regulations ensuring compliance with the Department of Labor and the Internal Revenue Service. Through the use of anecdotal stories, real-life examples, and analogies, the book offers a simpler way to understand terminologies, requirements, government forms, rules, and processes. It will serve as a tremendous tool and a reference for HR directors, CFOs, and their staff.
Disclosure
Weitz Financial Partners (“Weitz”) conducts advisory business through Fortitude Advisory Group, L.L.C a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”).
This website is intended to provide general information about the services of the Weitz and its team. It is not intended to offer investment advice or to recommend the purchase and sale of any investment product. Information is provided to learn about our advisory services, our people and to be able to contact us for further information.
Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable. There is no guarantee the accuracy of the information contained on this website. The information is of a general nature and should not be construed as investment advice.
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