About Susan
I help families prepare the next generation for the responsibility and stewardship of wealth.
Susan Weingartner
Legacy Advisor, Weingartner Legacy Co.
I have spent my career at the intersection of people and capital.
Over the past twenty-five years, my work has spanned philanthropy, impact investing, sustainable real estate, institutional capital, and family wealth. Across these worlds, I witnessed both how wealth is built and where it quietly breaks down across generations.
Again and again, I observed the same pattern.
Families invest enormous energy preparing financial wealth.
Far fewer prepare the people who will inherit the responsibility that comes with it.
I founded Weingartner Legacy Co. to help families navigate the conversations, expectations, and decisions that shape how wealth is carried forward across generations.
What I Believe
Capital has the greatest impact when the people entrusted with it are prepared to steward it well.
I believe the greatest opportunity in multigenerational wealth is not just financial. It is preparing people for the responsibility, leadership, and stewardship that wealth requires.
My work helps families build the trust, clarity, and continuity that enable wealth to become a force for human flourishing across generations.
Why This Work
My path into this work began with a foundation in psychology and early work with vulnerable communities, including homeless adults, at-risk youth, and rural communities through the Peace Corps. Those experiences shaped how I understand human behavior, identity, and what people carry beneath the surface.
What I Learned From My Father
My father spent 33 years as a wealth advisor. It was only after his passing, through the stories people shared, that I fully understood the depth of trust families placed in him.
His work showed me that wealth advising is about far more than money. At its best, it is about helping families navigate responsibility, uncertainty, and important decisions during moments that carry generational weight.
What I Came to See
As my career evolved, I worked across philanthropy, corporate responsibility, and sustainable real estate, partnering with high-net-worth individuals, foundations, family offices and institutional investors.
Across these environments, I saw that financial decisions are never purely financial. They are shaped by identity, relationships, expectations, communication, and responsibility.
Over time, I began to see a consistent pattern:
Wealth rarely breaks down because of poor investments.
More often, it breaks down when communication, alignment, and shared understanding erode across generations.
Why Families Trust This Work
Over the past twenty-five years, I have worked with individuals, families, investors, and organizations navigating questions of purpose, responsibility, leadership, and stewardship.
Those experiences taught me that financial decisions are rarely just financial. They are shaped by people, relationships, expectations, and communication.
My role is not to replace financial, legal, or tax advisors.
My role is to help families navigate the conversations, expectations, responsibilities, and transitions that often determine whether planning succeeds over time.
Experience & Perspective
Chartered Alternative Investment Analyst (CAIA)
Series 65
Former CEO & Co-Founder
25+ Years Across Capital Markets, Philanthropy, and Impact Investing
Experience Working with Family Offices, Foundations, and Institutional Investors
Master of Public Administration, University of Washington
Psychology, Marquette University
Peace Corps Volunteer
Legacy is not something you leave.
It is something you live.It takes shape in the conversations families are willing to have and the choices they make as responsibility shifts.
If you are navigating a moment of transition, inheritance, or increasing responsibility, I am available for a confidential conversation.