Raymond James

About

Our multi-generational practice helps individuals, families and small businesses plan and secure their financial futures.

Story

We offer 30+ years of experience. Our team includes two CERTIFIED FINANCIAL PLANNER™ professionals - Nancy Weingard, Vice President of Investments, and Robert Weingard, Financial Advisor. We provide a personalized approach to helping business owners, families as well as divorcees, widows and widowers.

Our mission is to understand our clients’ lifetime goals in order to help them plan and secure their financial futures. Over time, we are able to do so in a differentiated manner because we have multiple generations of advisors, providing much needed continuity in today’s marketplace.. We want our clients to know that they have a “home” with us for decades to come.

Our typical clients include:

• Individuals, families and retirees
• Divorcees, widows and widowers
• Business owners and their companies
• Individuals navigating major life and financial changes, such as those receiving an inheritance, personal injury settlement, or proceeds from the sale of a business


We are able to affect our clients’ lives far beyond providing investment advice by:

• Designing, implementing, monitoring, and as needed, adjusting a customized financial plan that reflects the time-based goals of our clients. We help our clients understand how much they can spend and how to invest to experience the highest probability of achieving their goals.
• Providing holistic financial planning by working intimately with our clients’ CPAs, attorneys (Estate, Divorce, Personal Injury, etc.), or other trusted advisors to help ensure that our clients’ plans are carried out in a cohesive manner. Leveraging our board-certified knowledge of financial planning which includes tax planning, estate planning, risk planning, insurance, and investing helps our clients make thoughtful, goals-based decisions that may save them money.
• Assisting families with the planning of their financial futures via goals that often include: providing education for their families, taking family vacations, planning for events such weddings, college tuition planning, saving for new homes and cars, retiring by a certain age, and perhaps most importantly, protecting them if health, personal or professional issues arise that could adversely affect their families. Also, in many situations, we include members of the family and facilitate intergenerational planning in our process.
• Planning retirements so that our clients can live happy, healthy and successful lives while accounting for each client’s goals and objectives, income requirements, tax liabilities, family dynamics, attitudes about risk and return, and preferred investment time frames.
• Helping clients protect their assets using long-term care, life and disability insurance. Health issues are often unplanned and unprotected, which places significant emotional and financial stress on individuals and their families. Our proactive approach helps our clients sleep better at night.
• Designing and managing profit-sharing and retirement plans that meet tax and employee-related needs. We offer periodic education to participants of these plans to help businesses better engage and retain employees as well as offer competitive benefit packages in the marketplace.

Above all, trust is the cornerstone of a successful relationship. It is our priority every day to build and maintain that trust.

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. Please
follow this link to additional disclosures: http://
raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

*Raymond James does not provide any tax services or tax advice.