A family business in the business of family

At Willenborg Wealth Management Group of Raymond James, we are a family practice that guides other families and business owners across generations and company lifecycles. Rooted in family values, our complementary strengths and collaborative approach empowers the families we work with to make confident decisions. We strive to simplify complexity in order to leave a lasting, measurable impact on those we serve.

Tailored guidance for business owners.
Read More
Niches
Experienced guidance to help you manage your financial success.
Read More
Niches
Comprehensive legacy and financial planning aligned with your values and goals.
Read More
Niches
Guidance and strategies designed to support a fulfilling retirement.
Read More
Niches
Personalized support to help you plan for what matters to you.
Read More
Niches

Financial plans tailored to your needs and goals

Diverse perspectives and skillsets working for you

Comprehensive offerings to meet your needs

Your goals become ours

Jerry Willenborg

Jerry

Willenborg Managing Director
Erin Squires

Erin

Squires, AAMSTM Financial Advisor
Jake Kopczyk

Jake

Kopczyk, CFP®, CEPA®, AAMSTM Financial Advisor
Ryan Willenborg

Ryan

Willenborg, CFA®, CEPA® Client Relationship Manager
Robert Regent Headshot

Robert Regent

Associate Vice President, Investments
We work in the happiness business. We aim to bring clarity and financial confidence, so you can spend time on what truly brings you joy and fulfillment.
Jerry Willenborg, Managing Director
Sophisticated wealth management
Connect With Us

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.


Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2026 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures (Including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use