Weingard Wealth Managementof Raymond James
 
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Weingard Wealth Management
2255 Glades Road
Suite 120-A
Boca RatonFL 33431
Phone: 561-997-9100
Fax: 866-206-2609
Toll-Free: 800-327-1055
Contact Us

What Makes Us Unique

The Weingard Wealth Management Group provides a team-oriented approach to client representation serving a select client base of individuals and private families. Weingard Wealth Management provides clients comprehensive financial planning with unbiased and customized advice from a professional team with a wide range of expertise.

We, Like Most Quality Financial Planners provide:

  • Investment planning and asset allocation modeling
  • Retirement reviews
  • Insurance and risk assessment reviews
  • College education planning
  • Legacy planning
  • Investment advice which is customized to fit the needs of each individual client
  • Personalized attention
  • Clear and understandable communication
  • Courteous service and attentiveness to clients’ needs
  • Fully disclosed client expenses which are designed to be fair and reasonable based on the clients’ needs
  • Strict confidentiality

And We Provide So Much More:

  • We believe in a multi-disciplinary approach to financial planning and work closely with the attorneys and tax advisors of our clients.
  • We work alongside family attorneys to measure the financial impact of divorce utilizing Family Law Software, Inc.®
  • We have expertise that is specific to the needs and risks of widows, widowers, and divorcees
  • We specialize in helping those that received an inheritance, and other financial windfalls.
  • We prepare the next generation to take over the stewardship of our clients’ family wealth and then we work with them in order to plan their own retirements.
  • We are inclusive. We facilitate family meetings via the telephone for our clients’ relatives who may live far away or meet with them in person in our offices.
  • We promote financial literacy. Our clients are invited to attend monthly educational luncheons and bring friends.
  • We mandate review meetings and summarize each meeting with written documentation.
  • We each hold a CLTC® designation CERTIFIED IN LONG TERM CARE PLANNING.
  • Nancy was awarded the AEP ® designation (ACCREDITED ESTATE PLANNING) which is a graduate level accreditation in estate planning.
  • Nancy holds a CFP® designation (CERTIFIED FINANCIAL PLANNER)
  • Nancy is a former College Professor who specialized in family studies.
  • Nancy is a former President of Greater Boca Raton Estate Planning Council and a former board member of the National Association of Estate Planners and Councils.

Nancy brings a wealth of experience as she has over 25 years of practice in the financial service industry.

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.

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