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  • Weiss Wealth Strategies of Raymond James
    14850 N Scottsdale Rd Ste 155 Scottsdale, AZ 85254 T: 480.365.6887 TF: 888.317.8957
    Map and Directions Map and Directions
Weiss Wealth Strategies of Raymond James logo.Weiss Wealth Strategies of Raymond James logo.

Nurturing wealth so you can live a longer, better life in retirement

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Services Include

  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs

related resources

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Review key changes that may affect your retirement and estate planning.

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This SECURE Act Provision May Impact Your Year-End Planning

This SECURE Act Provision May Impact Your Year-End Planning

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Prevent tax bracket creep among IRA beneficiaries with these three considerations.

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The Psychological Side of Spending Your Retirement Savings

The Psychological Side of Spending Your Retirement Savings

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Why Contribute to a Roth IRA?

Why Contribute to a Roth IRA?

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Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.

Retirement & Longevity

Sophisticated wealth management
Weiss Wealth Strategies of Raymond James logo.Weiss Wealth Strategies of Raymond James logo.
  • Weiss Wealth Strategies of Raymond James 14850 N Scottsdale Rd Ste 155 Scottsdale, AZ 85254
  • T 480.365.6887
  • TF 888.317.8957
  • Map & Directions
  • Map & Directions
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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 our office for information and availability.

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