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Ian Weiner | Financial Advisor

Profile img for Ian Weiner, financial advisor at Bespoke Wealth Solutions
Bentonville, AR
Ian Weiner
Financial Advisor
Bespoke Wealth Solutions

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I'm Ian, I help discerning investors, families and business owners take back as much of their time as possible, while making sure they don't miss out of investment opportunities, and tax strategies to keep more of their wealth and pay as little as possible to Uncle Sam. The way we'll work together is a bit different than what most people are used to, or expect from a financial advisor. Here's how we create a team that works for YOU: We act as a Personal CFO (Chief Financial Officer) for you or your family / business. We help you build and manage your "Wealth Team" - the group of specialists that guides through every financial area: Tax preparation, Investments, Real Estate, Banking, Estate Planning, Corporate Law, Insurance, etc. Most people we talk to have accumulated various professionals in these disciplines over time, and each one exists in their own "silo", and rarely do they communicate, let alone work together to make sure you're not missing out on any strategies or opportunities. We come and help you make sure: 1. Those specialists are all "A" players - they are experts in their field, and they're proactive. 2. They work together and communicate. We take over as the main point of contact for your "Wealth Team" so that you don't have to waste time having the same conversation with each one of them to try to get anything done. We're simply adding a buffer for you - so that you can spend your time on what you enjoy most. When you get a "Pitch" of some product, investment strategy or idea, you simply toss it to us, we'll evaluate it with your team, and then present it to you if we think it makes sense. If it doesn't - you don't have to worry about it again. Time is your most precious resource, we help you keep it, and spend it well.
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Specialties and Expertise

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Cash Flow Analysis
Philanthropic Planning and Giving
Retirement Income
Alternative Investments

Clientele

7
Inheritors
Retirees
Ultra High Net Worth Individuals
Surviving Spouses
High Net Worth Individuals
Wealthy Families
Business Owners

Credentials and Designations

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Certified Financial Planner™

Quick Facts About Ian
Years of Experience:7 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Insurance

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Bentonville, AR
Ian Weiner
Financial Advisor
Bespoke Wealth Solutions
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Advisor Disclosure
Investment advice is offered through Fortis Capital Advisors, LLC. 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Fortis Capital Advisors, LLC offers, or that its personnel possess a particular level of skill, expertise, or training. The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request. The information provided herein is for informational and entertainment purposes only and should not be considered investment, tax, legal, or other professional advice. Generations Wealth Partners does not offer tax or legal advice.Generations Wealth Partners does not act as an attorney, accountant, or insurance agent and does not sell insurance products, prepare legal documents, or file tax returns. Additional services may be available through a Generations Wealth Partners partner under their licensed capacity, fee structure, and specific terms and conditions.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values. Member FINRA/SIPC.
Profile last updated: 08-08-2025