Book Phil Today!
Phil Weiss
Founder of Apprise Wealth Management, CFA Charterholder, CPA, and RLP®
Guiding Women Through Financial Transitions with Empathy and Expertise
25 years of experience in financial planning, personal finance, and investment management, specializing in helping women facing new beginnings.
Meet Phil Weiss!!
Meet Phil Weiss, the founder of Apprise Wealth Management. Beginning his career in 1987 as a tax professional at Deloitte & Touche, Phil has accumulated over 25 years of experience in personal finance and investment management. He holds esteemed credentials as a CFA, CPA, and RLP®. Phil has established himself as a recognized authority in his field, frequently serving as a media spokesperson, market commentator, and podcast guest. His insightful blog for Apprise focuses on long-term investment strategies, reflecting his deep commitment to financial education. Driven by a passion for helping women navigate financial transitions, Phil founded his firm to provide specialized support and guidance. A proud graduate of Rutgers University with a BS in Accounting and a former Psychology student at Duke, Phil brings both expertise and empathy to his practice. Residing in Maryland with his wife Diana and their four children, Phil enjoys family time, sports, cooking, and reading.
Speaking TOpics
Navigating Financial Transitions for Women:
Managing Finances During Divorce, Widowhood, or Career Shifts, Adapting Financial Plans for New Beginning.
The Importance of Life Planning for Women:
How Life Planning Differs from Traditional Financial Planning Identifying Personal Priorities and Setting Financial Goals
The Role of a Financial Advisor for Women:
Fiduciary Duty and Ethical Standards in Financial Advising Building Trust Through Transparency and Clear Communication
Succesful Tax Planning for Women:
Key Tax Strategies for Optimal Financial Health Integrating Tax Planning into Overall Financial Strategy
Phil's Financial Journey
Overcoming Financial Hardship to Empower Others
Phil Weiss’s journey to becoming a financial advisor is deeply personal and inspiring. Growing up in a financially unstable household, Phil witnessed firsthand the challenges of managing money. His father struggled with budgeting, leading to unpaid bills and financial uncertainty. Phil often found himself stepping in to keep the lights on and manage the household’s finances.
When his mother was diagnosed with stage 4 breast cancer, Phil took on the responsibility of managing the family’s finances. This experience shaped his mission to help others, especially women facing life transitions, navigate their financial futures with confidence. Today, as the founder of Apprise Wealth Management, Phil uses his expertise to empower women to take control of their finances and achieve financial stability.
About Apprise Wealth Management
At Apprise Wealth Management, Phil Weiss and his team empower clients to take control of their financial futures. Committed to transparency and clear communication, Apprise puts clients’ interests first. With over 20 years of experience, they guide clients in making informed decisions and avoiding emotional pitfalls. Specializing in wealth management for women facing new beginnings, Apprise supports clients in thriving through life’s major changes.
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Phil began his career in 1987 as a tax professional at Deloitte & Touche, building a solid foundation in finance and tax planning that set the stage for his future success.
Apprise Wealth Management specializes in helping women navigate financial transitions, offering personalized and transparent financial advice backed by over 25 years of experience.
Phil’s challenging upbringing, marked by financial instability, motivates him to help others avoid similar hardships and achieve financial stability.
Phil is a CFA, CPA, and RLP® who provides comprehensive expertise in financial planning, tax advice, and investment management.
Phil uses a life planning approach to help clients identify their priorities, create actionable plans, and gain confidence in their financial decisions.
Phil believes in simplifying complex financial concepts, ensuring clients fully understand their financial situation and the steps needed to achieve their goals.
Phil draws from his own life experiences with financial hardship to empathize with clients and provide practical, relatable advice that helps them avoid similar pitfalls.
Inspired by his mother’s struggles, Phil is dedicated to supporting women through financial transitions and empowering them to take control of their financial futures.
Phil is a recognized media spokesperson, market commentator, and podcast guest, sharing his expertise widely and regularly blogging on financial topics.
Phil focuses on comprehensive financial planning, investment management, tax planning, and life planning, particularly for women in transition.
Phil enjoys spending time with his wife Diana and their four children in Maryland, balancing his career with personal interests like sports, cooking, and family activities.
Phil advises seeking professional guidance to create a clear financial plan, helping individuals move from uncertainty to informed and confident financial decisions.
Phil specializes in helping women through significant life changes, such as divorce or widowhood, by providing tailored financial plans that address their unique needs and goals.
Phil’s mother’s financial struggles inspired him to dedicate his career to helping women gain financial independence and security, ensuring they don’t face the same challenges.
“Phil Weiss is dedicated to helping women achieve financial independence and successfully navigate life’s transitions. Book him for your podcast today and bring these valuable insights to your audience.”
Founder of Apprise Wealth Management, CFA Charterholder, CPA, and RLP®
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