Weingard Wealth Management

Weingard Wealth Management
of Raymond James & Associates, Inc.
Member New York Stock Exchange/SIPC

financial advisor image

Nancy Weingard
CFP®, AEP
Vice President, Financial Planning

2255 Glades Road
Suite 120-A
Boca Raton, FL 33431
Phone: 561-997-9100
Fax: 866-206-2609
Toll-Free: 800-327-1055
Contact Us

Map & Directions

Mission Statement

A Partner in Planning for Your Future

Our goal is to help cleints create a comprehensive financial plan that will guide them through the many possible challenges that they face. Weingard Wealth Management of Raymond James & Associates, Inc., is a practice devoted to forging lasting relationships with clients, enabling them to take ownership of their finances while benefitting from professional support and advice.

Providing confidential and thorough financial planning servies to clients who have significant finanacial assets requires a refined and flexible approach. Our experience and expertise allows for a process that helps financially successful individuals establish sound investment strategies that address both current and future needs; including asset protection; cash flow management; estate and legacy planning.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.