About Us

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Dedicated to Maximizing Client Returns While Minimizing Risk

The Weitz Financial Group provides clients with 401(k) advisory and wealth management-related services. Peter and his team have developed and maintained a service model that focuses on the client and how to best serve their employees and participants.

About Our Owner

Peter Weitz, CRPC©, AIF© is our managing director and the driving force behind our practice. He joined the finance industry almost 20 years ago, after spending 13 years in real estate development in Washington, DC.

Education and Areas of Practice

Weitz is a dual graduate of George Washington University, with an undergraduate degree in business and a master’s degree in finance. His practice areas include:

  • Wealth Management
  • Estate Planning
  • Individual Retirement Planning
  • Wealth Retention
  • Corporate 401(K) and Defined Benefit Plans
  • Assisting Plan Sponsors With Their Investments
  • Fiduciary
  • Employee Education and Compliance Responsibilities
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Career

Weitz then joined a regional Registered Independent Advisory firm and opened its Florida office. In 2017, following the advice of several clients, he started his own practice using his name brand recognition in the wealth management and retirement planning arenas.

Notable Accomplishments

Weitz has published several articles and has spoken on numerous panels regarding the Employee Retirement Income Security Act of 1974 (ERISA) regulations, as they pertain to defined contribution and benefit plans. He has also been recognized as a top performer nationally in the 401(K)-marketplace by several 401(K) plan publications.

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Weitz is a former host of a nationally syndicated weekly radio program on finance and investments and is the author of The 401(k) Roadmap, a book written for both plan sponsors and participants. The book highlights his methodology and discipline in the defined contribution arena.

Get in Touch

If you have any questions about what we offer, contact us. We will get back to you as soon as we can.

Contact Us

Disclosure

Weitz Financial Partners (“Weitz”) conducts advisory business through Fortitude Advisory Group, L.L.C a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”).

 

This website is intended to provide general information about the services of the Weitz and its team. It is not intended to offer investment advice or to recommend the purchase and sale of any investment product. Information is provided to learn about our advisory services, our people and to be able to contact us for further information.

Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable. There is no guarantee the accuracy of the information contained on this website. The information is of a general nature and should not be construed as investment advice.

Fortitude Advisory Group, L.L.C. [CRS Form]