Welcome to Complete Financial Wealth
You have found your home for professional advice and guidance, where confidence and convenience come together.
Welcome to Complete Financial Wealth
You have found your home for professional advice and guidance, where confidence and convenience come together
Contact Us
Book A Meeting Today
Click now, and we’ll set up a time to get started on your personalized financial plan.
Contact UsWho We Serve
We specialize in creating smart, balanced plans to help you reach your personal goals.
Business Owners and Professionals
Pension Plans, Minimizing Taxes, Succession and Exit Planning, Asset Protection
Retirees & People Approaching Retirement
Retirement Income Planning, Wealth Transfer, Eldercare Planning. Ask about our Timed Retirement Income Plan (TRIP)
Corporate Executives
Maximizing Benefit Plans, Assisting with 401k Management Evaluating Options
About Us
Where Confidence and Convenience Come Together
Founded in 2000 by Robert Weissbein (Bob), we focus all of our energy and efforts on you, our client, and commit to your satisfaction. Complete Financial Wealth does this with the highest levels of trust, integrity, and respect while always using a collaborative team approach.
The aim of our advisors is to understand each of our clients’ needs, wants, and long-term financial goals. We want to help you develop, implement, and monitor a strategy that’s designed to address each individual situation. We have you — and only you — in mind. We understand the often overwhelming challenges we all face today – from managing debt to saving for college to retirement. Our commitment is to utilize all of our resources to help you navigate your challenges and pursue your goals.
As a Rotarian, Bob directing our team, conducts business following the International Rotarian moral code, the Four-Way Test. The Four-Way Test is a nonpartisan and nonsectarian ethical guide for Rotarians to use for their personal and professional relationships.
JASPER WEISSBEIN
Director of Barketing
Success Stories
“After 15 years of working with Bob and his team at Complete Financial Wealth, I can honestly say they’ve transformed our family’s financial future. Their collaborative approach helped us navigate everything from college planning for our kids to structuring our retirement portfolio. They don’t just manage money – they build lasting relationships based on trust.”
Sarah M.
Client since 2008
“What sets Complete Financial Wealth apart is their genuine commitment to understanding your personal goals. Bob took the time to listen to our unique situation and created a tailored strategy that aligned perfectly with our long-term vision. Their integrity and transparent communication give us peace of mind knowing our financial future is in capable hands.”
James and Linda K.
Clients since 2015
“As a business owner, I appreciate how Bob and his team approach financial planning with both precision and heart. Their adherence to the Rotarian Four-Way Test isn’t just talk – it’s evident in every interaction and recommendation they make. They’ve helped me make smart decisions for both my business and personal finances.”
Michael R.
Clients since 2012
“When I first came to Complete Financial Wealth, I was overwhelmed by debt and uncertain about retirement planning. Bob’s team developed a clear, manageable strategy that helped me take control of my finances. Five years later, I’m debt-free and confidently building my retirement savings. Their guidance has been invaluable.”
Patricia D.
Clients since 2019
Case Studies
Karen’s Story
Karen has always been a driven, self-motivated go-getter. As a child, she was constantly reading, studying, and was valedictorian of her senior class. Inspired by her Dad’s career, Karen was interested in real estate at a young age – so much so, she obtained her real estate license at the age of 19. She began working for an agency and worked so hard she became one of the team’s highest producers in a few years. Subsequently, she obtained her broker’s license also and eventually opened her own agency.
Vicki’s Story
Would you want to live in Vicki’s shoes? Or do you already do so? This is why it’s important to have a Complete Financial consultant on your side. Vicki graduated from college with a degree in Marketing. She got married and immediately went to work for a Fortune 500 company. From Marketing Assistant to Director of Marketing, Vicki worked her way up. But she never made the salary her male counterparts were paid, even in bonuses.
Elizabeth’s Story
Elizabeth (Liz)…let’s hear Elizabeth’s story. Her narrative has a common twist to it. This is why you need a Complete Financial consultant to guide you. After Liz graduated high school, she continued her education at cosmetology school while working as a waitress. When she obtained her license, Liz began working as a hairstylist.
