Drew Weinberger
Earning the money that you have saved for retirement was hard. Investing it properly and making it work for you is even harder. My team focuses on helping high-achieving professionals-particularly law firm partners, corporate executives, and business owners-to navigate the unique financial dynamics that come with leadership roles: uneven cash flow, complex compensation structures, high tax exposure, and long-term planning needs.
We provide tailored strategies that help our clients make confident decisions about: Retirement planning aligned with career trajectories and partnership structures Tax-efficient investment strategies to preserve and grow wealth Cash flow management for fluctuating income cycles Estate and legacy planning services to protect and pass on assets.
Whether you're preparing for retirement, managing a liquidity event, or simply seeking a more strategic approach to your finances, we offer personalized guidance rooted in experience, discretion, and a deep understanding of your world. Let's connect if you're looking for a trusted advisor who can help you plan for what's next-with clarity and confidence.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
