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About

About Weinstein Wealth Insurance Solutions

At Weinstein Wealth Insurance Solutions, we are passionate about helping our clients navigate through life’s journey of building assets, protecting against unforeseen risks and ultimately maximizing distribution of those assets when the time comes. We believe there is no greater asset than your family and loved ones.

As avid supporters of senior dog rescue, Robyn and Bruce have opened their hearts and home to 14 dogs over the years, including their beloved Boxers, 7-year-old Nikki and 8-year-old Cooper.

Their family extends beyond their canine companions to their three remarkable sons. Josh Weinstein, based in Myrtle Beach, SC, is the driving force behind Maverick Media. Matt Weinstein pursues his Broadway acting dreams in NYC, while Matt Baratta, a proud FAU alum, excels as a hospitality manager in a Fort Lauderdale hotel.

When not working with clients, Bruce and Robyn enjoy travel and wine tasting. Above all, spending time with their family brings them the greatest joy.

Meet The Owners

Bruce M. Weinstein

Bruce M. Weinstein has consistently offered his clients the insights, strategies and the clear direction designed to help them make educated financial decisions and prepare themselves for their futures. Beginning his career in 1986, Bruce’s extensive knowledge in wealth and protection planning – includes Health Care, Medicare, Life or Long Term Care, retirement or estate planning – allows him to provide a level of service to his clients personalized to help meet each of their specific needs and goals

Robyn Weinstein

Robyn began her career in 1986 in the Financial Services department of a major Wall Street brokerage firm, where she worked closely with the CFO and Comptroller. After taking a break to raise her family, Robyn rejoined the workforce and teamed up with Bruce in his business in 2016. She obtained her Life & Health insurance license and is now licensed in 25 states. Additionally, she is certified on the Federal Marketplace (ACA), various state-based exchanges, and offers private options for her under-65 clients, providing a wide range of health insurance choices.

Robyn also specializes in assisting clients who are turning 65 and transitioning into Medicare, helping them understand and navigate this change. She offers services in Life Insurance, Long Term Care, and Fixed/Indexed Annuities. Robyn’s commitment to understanding her clients on a personal level and crafting plans tailored to their unique needs for preparing for unforeseen events is what she finds most fulfilling in her role.

When she has the opportunity, Robyn loves to travel and explore new places. Her other interests include wine tasting, flea markets and British history, especially the Tudor period!

WHAT OUR CLIENTS HAVE TO SAY

“In all the years that we have known him, he has always exhibited the highest moral character and always conducted himself in a most highly ethical manner… There has never been a time when he did not give us his full attention and guidance.”
- Peter & JoAnn C.
“Bruce is an individual that gives his time and commitment to the people of his community without asking for anything in return.”
- David T.
“He has always been open and aboveboard in his dealings with his clients.”
- Alexander & Veronica O.
“Bruce is one the nicest people I have been associated with in the financial services industry. He takes great pride in his work and is greatly committed to taking care of his client’s needs.”
- Peter P., CFP®
“As a single mother to a child with severe multiple disabilities, I have limited income. Finding someone to actually keep my best interests in my mind when it comes to financial planning has always been a struggle. I have had advisors leave my accounts dormant. This is all changed when I met Bruce Weinstein…”
- Steffi D.
“… Bruce has consistently exhibited the highest degree of, professionalism and attention to detail in even the smallest of matters. He has consistently taken the time to understand my financial goals and listen to/address all my questions and concerns. There has never been an occasion where I felt that Bruce was not focused on helping me meet my goals. I have the upmost trust in his judgment. In all the years that I have known him, he has always conducted himself in a highly ethical manner.”[
- Joseph D.
“Bruce is, without a doubt, one of the most respected, trustworthy and reliable people I have ever met… His patience, thoroughness and dedication to his clients is unparalleled.”
- Steven E., ESQ
“Bruce has been there for the purchase of my first home, birth of my children, career changes, moving across the country, college education of my children and dealing with elderly parents planning for long term care. We are thankful and lucky to have Bruce to help steer us to the right decisions in order to accomplish the needs of our ever changing lives.”
- Jeffrey L.
“He has consistently demonstrated a core competency, tremendous client relationship skills, responsive services, and a high sense of integrity.”
- Russell F., ESQ
“During all this time I have known Bruce to be a good consummate professional of high moral character…”
- Michael S.
“… more than impressed with Bruce’s knowledge, guidance and integrity.”
- Brad B., CPA/CFF, CVA, DABFA, FACFEI
“Bruce has never placed us on the ‘back burner’ but rather, he has attended to our needs carefully, with immediacy, always leaving us with the feeling that we were as important to him as those who ‘played in the big leagues’. We trust him! We rely on him! We really do not know what we would do without him! He has guided us for more than 20 years. He is reliable and trustworthy, an honest, intelligent, sensitive person not often found in this industry.”
- Marvin & Susan P.
“… the patience and care with which he treats his clients and prospects. He is is extraordinary generous with his time, and treats clients of all financial means with the dignity that they deserve.”
- Anthony S., CLU® ChFC®
“… Bruce has always dealt with me with the proper mix of patience and integrity. He will take whatever time I need to have concepts or potential investments explained to me and has always been a man of his word.”
- Don C.
“I have always found him to be a man of tremendous personal and business integrity. He is always looking out for his client’s best interests. His honesty and reliability, in my estimation, are beyond approach.”
- Howard F.
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