Weintraub Financial, LLC

Helping Our Clients to 

Create and Preserve Wealth


Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

Weintraub Financial, LLC created this Web site to help you gain a better understanding of the financial concepts behind:

  • Personal Financial Planning
  • Business Planning

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.



Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Private Advisor Group, a registered investment advisor.  Private Advisor Group and Weintraub Financial, LLC are separate entities from LPL Financial.