Money is a funny thing. We like to have it and yet we’re often ambivalent about how to spend it, and not always educated about how to maximize our wealth. Seventy-five percent of us wing it in terms of our finances, and don’t ask for help, often to our own detriment.  

So, how can we get more financially savvy?  How do we manage wealth when we don’t feel like we have much wealth at all? We’re going to ask Alex Weiss for some guidance.  

Alex is a certified financial planner who helps individuals, families, and businesses develop and execute wealth management strategies. He also works with clients throughout the planning process, and implements tailored strategies based on the client’s needs. He coordinates the services of other professionals and subject matter experts who support his clients’ financial needs. Alex takes great pride in helping his clients by providing real clarity about every financial decision, and by coordinating the fractured advice clients receive from multiple sources. After four years with Merrill Lynch, he now shares his considerable financial acumen with clients at US Wealth Management. Alex holds a degree in Actuarial Mathematics with a concentration in Finance from Bryant University, and lives in the  Boston area with his wife and adorable toddler.