Our Firm - SAS Advisors Inc.

Rich Weinstein is an independent financial professional committed to helping his clients in retirement and insurance planning. Rich utilizes various strategies to assist his clients improve their investment potential, reduce financial risk, and help preserve their estate for their heirs.

Drawing on his MBA degree, his Certified Financial Planning experience and his nearly 35+ years of experience in the financial service industry, Rich has gained a unique perspective on tending to his clients individual needs and concerns. His goal is to assist his clients to obtain financial well-being, while helping them manage risk against life’s unforeseen events.

Over the years, Rich has helped hundreds of his clients develop and implement plans in the areas of Social Security, Taxation, Investments and Retirement Planning. He works with individuals to provide advice and direction on:

- Designing and implementing retirement income strategies
- Protecting and preserving hard earned assets
- Managing investment accounts
- Transfer of assets in a tax-efficient manner
- Minimizing taxes paid through retirement

Richard Weinstein, CFP® | President

Rich grew up in Cherry Hill, NJ, working for his family business for as far back as he can remember. It is this spirit that led Rich to build his own practice staring in 1999 based on the founding principal that there is no substitute for hard work and doing the right things right.

Married since 1991 to his wife Jennifer, the Weinsteins are proud parents of two amazing children, Jonathan who is a recent graduate of the Ohio State University College of Pharmacy and Casey who is a Physical Therapy student at the University of Pittsburgh

Professional Credentials:

CERTIFIED FINANCIAL PLANNER TM
Life and Health Insurance Licensed in PA and surrounding states
Founded Ridgewood Capital Management in 1999, a Registered Investment Advisory Company
MBA from Villanova University
Owner of SAS Advisors

Community Involvement:

2015 CCHF Health Freedom Award winner
2014 WPHT Philadelphia Local Person of the Year
2014 Citizen Journalist of the Year
West Chester United Youth Soccer Coach
West Chester United Soccer Age Commissioner
Manager of Mesa Fresh 2014 Club Lacrosse
Former Chairperson West Goshen Township Pension Committee

Find out today how SAS Advisors Inc. can help you.