Corey Weinberg

Your family. Your future. Your legacy. My commitment to helping you and your family thrive all starts from understanding what is most important to you.

When you work with me, I take the time to understand your story and your aspirations. What do you want to achieve? What do you want to preserve? What must you protect? Translating these into personal goals is an important first step. Does that include putting your children through university, making your retirement ambitions a reality, preserving a legacy, or something else? I can help you bring these goals into focus and find the best path to getting there.

I use an established process to bring your personalized financial strategy to fruition. We'll partner together keep you on track with your goals. Life moves fast and things inevitably change, so we'll meet regularly to make sure your strategies align with your priorities.

I'll be there for you whenever you need to make important decisions that may impact the long-term picture, even if they're beyond the scope of finance. I welcome the opportunity to help families achieve success that spans generations, and seeing this through is my personal commitment.

About me:

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a positive impact in the lives of families and businesses in my community. Something I truly love about what I do is being able to celebrate my client's milestones and successes.

My financial services journey began in 2016 and I've helped my clients navigate through different life stages, complex situations, and ever-changing market conditions. My goal has always been to help my clients feel in control of their financial life and to have the freedom to focus on what's in front of them.

Let's connect to discuss your story and how we can write the next chapters together.