Ian Weiner
Founder
Bespoke Wealth SolutionsI am a husband to Jes, father to two rambunctious sons and one indomitable daughter. Our family calls Northwest Arkansas home, a blend of my native Colorado and her native Northeast Texas. We enjoy riding our bikes to school, football (my oldest boy’s first word) practice, and traveling for Jes’ mural work keeps us on the move! We love visiting art museums, a favorite due to its proximity and “Water Lillies” is the Nelson Atkins in Kansas City. We enjoy all of the Smithsonian Museums in D.C. and look forward to visiting soon. I help you spend your wealth (defined as “Money, Energy, Attention and Time”) intentionally, and create proactive tax savings solutions. The experience that many people know is the advisor who has to sell something to make a quota. Typically they offer “free plans” and well, you’re probably doing the math in your head at this point. Just because it’s “free” doesn’t mean it’s without cost. I’m not willing to say that those types of advisors can’t be valuable partners, or that their work isn’t meaningful. I believe think there’s a better way… We can do all the investments, insurance, etc. that’s fine. What I don’t have to do is sell you something you don’t need to satisfy a quota. I get paid for my time, expertise, and most importantly – my ideas. I typically find 2-10x our fees in tax savings in the first month of working with a client. (I won’t engage a client that I can’t help) Imagine what we can do in a year… As a CFP(R) practitioner, I’ve pledged to uphold the fiduciary standard – to act solely in your best interest and as a Financial Planner, and I’ve staked my reputation on it.