Dedicated to Maximizing Client Returns While Minimizing Risk
The Weitz Financial Group provides clients with 401(k) advisory and wealth management-related services. Peter and his team have developed and maintained a service model that focuses on the client and how to best serve their employees and participants.
Notable Accomplishments
Weitz has published several articles and has spoken on numerous panels regarding the Employee Retirement Income Security Act of 1974 (ERISA) regulations, as they pertain to defined contribution and benefit plans. He has also been recognized as a top performer nationally in the 401(K)-marketplace by several 401(K) plan publications.
Get in Touch
If you have any questions about what we offer, contact us. We will get back to you as soon as we can.
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.
Fortitude Advisory Group, L.L.C. [CRS Form]