Broker Check

Team

Ronald Weinberg

Managing Partner

(954) 689-9516

(954) 337-0166

Rweinberg@wealthspllc.com

Ronald Weinberg is a partner and founder of Wealth Solutions Partners, a boutique financial services firm based in South Florida. Ron’s career in financial services began in the mortgage industry, and though he was successful from the start, he soon realized that the transactional nature of the work left little room for nurturing long term relationships with clients.

A detour into financial planning made sense, and turned out to be a great career decision for Ron who has been a financial advisor since 1997. The focus of Ron’s practice is advising high net worth individuals and their families on financial strategies. “My primary objective is to educate clients about their options,” says Ron. “It’s very important that my clients make informed decisions that align with their mission, vision and values.”

Ron derives great satisfaction from being able to help his clients move toward their vision. “What I particularly enjoy about financial advising is that many clients have longer term goals, and that gives me the opportunity to establish much deeper relationships with them,” explains Ron. “The best part of my job is being able to make a difference in people’s lives,” he says.

Outside of work, Ron helps others by donating time and financial support to causes that matter to him. He is an active supporter of Jewish Adoption and Foster Care Options (JAFCO), a non-profit that provides services to abused and neglected children in South Florida. Ron also supports the Leukemia Society and is a member of Congregation Kol Tikvah in Parkland, FL.

Ron and his wife, Bonnie, reside in Parkland with their two daughters, Alexis and Emily. They enjoy family time and a very active lifestyle.

Erica Silverstein

Administrative Partner

(954) 689-9516

(954) 337-0166

Esilverstein@wealthspllc.com

Erica Silverstein is the Administrative Partner at Wealth Solutions Partners.  She ensures operational efficiency and specializes in helping our clients daily.  Erica is a key member of our team and has outstanding experience in all aspects of financial services and working with Ron Weinberg the partner and founder of Wealth Solutions Partners. 

Erica graduated from Rutgers Business School with a degree in Finance, she completed the Barclays Capital Leadership Development program in NYC, and holds a Wealth Management Specialist certificate.  When Erica moved to Florida she was selected as a leader for the Horizons Leadership Development Program for the Jewish Federation in Broward County.  

“Erica loves the satisfaction that comes from adding value, enhancing top-notch client service, and helping people solve problems”.

Reed Willett

Investment Specialist

Agency Resource.

Reed Willett began his career in the financial services industry as an institutional fixed income broker.  With his robust experience on a fixed income trading desk, compliance and operations, extensive knowledge of annuities, and financial planning, he has become a valued member of Wealth Solutions Partners.

Reed takes pride in being able to isolate unique opportunities for our high-net-worth clientele. He specializes in reviewing existing financial plans, developing comprehensive financial and situational plans designed to help optimize the client’s overall financial position and legacy.

Reed provides unparalleled client service through our guiding principle of securing our client’s legacy and protecting the ones they love most – family and community. He is active in his local community, and participates in various philanthropic causes – including, but not limited to Fruitful Field, Loaves & Fishes and Habitat for Humanity. He is an avid golfer, food enthusiast and loves to travel. Reed is married to his beautiful wife Susannah. They reside in Fort Lauderdale with their dog, Louie.

Anh Nguyen, CFA, CFP®, MBA 

Wealth Management Advisor.

Agency Resource.

Anh Nguyen, CFA, CFP®, is an investment specialist at Wealth Solutions Partners and covers many of the firm's investment strategies.  He is responsible to develop and manage multiple risk based portfolio models, and communicate the investment philosophy, process and positioning of investment strategies as well as investment perspective to the firm's financial advisors.

Anh earned a Master of Business Administration in Finance from Florida Atlantic University.  He holds the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society South Florida.  He also holds the Certified Financial Planner designation from the CFP Board and is a member of the Financial Planning Association in South Florida.  He holds Series 7 and 66 licenses from the Financial Industry Regulatory Authority (FINRA). 

Anh resides in Boynton Beach, Florida with his wife Ivy, and daughter Icelynn. His outside interests include traveling, fine dining, and golf.

Michele Friedlander, RHU, REBC

DI & Group Benefits Coordinator

(954) 689-9516

mfriedlander@financialguide.com

Agency Resource.

Michele Friedlander has over 30 years of experience in the disability income insurance arena. She specializes in offering solutions to help maximize income protection for individuals, businesses and employees. By working with some of the top carriers in the industry, Michele strives to offer the most appropriate options to both individuals and groups.

At present, Michele is a member of WIFS, the National Association of Insurance and Financial Advisors (NAIFA), the General Agents Management Association (GAMA) and she is a supporter of the United Way of Broward County.

Michele earned her RHU (Registered Health Underwriter) and REBC (Registered Employee Benefits Consultant) designations from the American College. She is a graduate of the University of Miami.

Brooke Barash

Administrative Assistant

954-689-9481

954-337-0166

BBarash@Wealthspllc.com

Brooke Barash is the Administrative Assistant at Wealth Solutions Partners.  She is currently attending FAU pursuing her Business Administration degree with a major in Marketing and Advertising . Born and raised in South Florida, Brooke loves the tropical weather and culture that Florida has to offer.  Brooke has high hopes of one day becoming a financial professional herself.