Welcome to The Weiss Group
Retirement Planning
Retirement strategies to fit our clients’ specific needs, expenses, and goals.
Investment Management
Strategic asset allocation, risk management, and portfolio optimization tailored for each client
Tax Planning
Reduce your tax liability with a thorough knowledge of tax law and understanding of your financial picture
Insurance and Annuity
Safeguard your financial future through personalized coverage solutions
At The Weiss Group, our mission is to empower our clients to achieve their financial goals through personalized guidance and strategic planning. We are committed to providing expert financial advice that prioritizes our clients' best interest. We have built our reputation through lasting partnerships and our commitment to fostering financial confidence and security though each stage of life.
Our Team
Arthur R. Weiss
Financial Advisor
Jared Weiss, CPA, CFP®
Financial Advisor
Susan Gardner
Client Services
The Weiss Group employs cutting-edge technology to serve clients seamlessly around the globe, extending our reach beyond greater Philadelphia to provide expert financial services wherever you might be located.
With our close-knit team, we provide individualized service to our clients, ensuring personalized financial solutions. At the same time, we leverage the extensive reach of Osaic Wealth, a vast network of broker-dealers based in the U.S. that serves over 11,000 financial professionals. In addition, we work with Pershing, a leader in clearing broker services for financial services firms. In this way, The Weiss Group offers the attentive service of a small firm with the robust resources of large-scale financial networks.