Founded in 1988, Weingarten Associates, Inc. is an independent, fee-only Registered Investment Adviser (RIA) based in Pleasanton, California. The firm provides comprehensive wealth management, investment management, and retirement planning services primarily to high-net-worth individuals, families, and trusts. Their mission is to build long-term client relationships based on trust and integrity, offering personalized financial strategies to help clients navigate complex financial landscapes and secure their financial futures.

Founded in

United States