Weingard Wealth Management of Raymond James - Boca Raton, Florida

Michael W.

At the recommendation of my accountant, approximately 15 years ago, I joined the Weingard Financial Group. All of our experience with this group has been absolutely positive and stellar. All members of the group, Nancy, Aron and Rob respond to calls and concerns with immediacy. The staff and assistants always follow up as well. Without hesitation, I would say that they have made my retirement, comfortable and easy, guiding us through the last few years of the market with great ease, knowledge, and confidence. I cannot recommend this group highly enough.

Ryan M.

Weingard Wealth Management is a comprehensive platform that drives long-term, personal value creation. The heart of the program starts with a detailed and recurring family planning and financial goals exercise. After which, the Weingard team ensures that your goals are supported by the best investment, tax, estate, and business exit support services. Whether you are already a sophisticated financial investor or new to the field, I cannot recommend the Weingard team more highly. The Weingard team will not only provide you with great advice and access to unique investment strategies through the broader Raymond James platform, but they also provide fantastic customer service. When you are a client of the Weingard Wealth Management team, you will see them as a second family and can trust they have your best interest in mind every step of the way!

andrea P.

A year after selling our business (life work of 48 years) we can now look back. There is a lot to be done when selling a business and planning a life after the sale. We wanted to plan for our family and the Weingard team gave us the clarity to understand what we can accomplish personally as well as for our family.

The Weingard team, including the office staff, helped us work in a cohesive manner. They kept us on track and made sure we did not miss anything. I so appreciate having a place to go to share frustrations and worries when putting everything together. Then we celebrated together! They treat us always like family.

Tanya S.

Since starting my relationship with Weingard Wealth Management, my financial life has been clarified and planned in a manner for which I am very grateful.
They lead a tremendous practice with trust and integrity, always putting my best interest first.
Nancy, Rob and Aron have an elevated level of sophistication carefully integrating financial, personal, tax and estate considerations.
Most importantly, I am so proud to be a client of Weingard Wealth Management because I am with people that truly care about me and my future.

Neal P.

I want to thank the Weingard Family for guiding us through some very difficult times before and after selling our business that we built over 52 years. They helped us set up our financial plan which also includes our estate planning. I feel confident that my children and grandchildren will inherit my wealth as tax efficient as possible. After analyzing our estate they brought to our attention issues and problems that we needed to fix.
I would highly recommend using their services.

Justin G.

The Weingard family is absolutely amazing! As a CPA who uses their services and shares many mutual clients with Nancy, Aron & Rob, I can say they go above and beyond. They put their clients first, listen, educate and provide comprehensive wealth management that sets them apart from others. They are an extended family and I look forward to many more years working with them!

Janet D.

This group pays Individualized attention to clients based upon the clients’ goals, intentions, risk-tolerance and specific special needs. They care about my family on a personal level as well as a financial level. I know others –who had worked with other financial advisors previously--who now use this group and they have been extremely pleased with the care, attention and personalized advice they have received. These people are happy with the sophisticated planning they receive from Nancy, Robert and Aron. Finally, it is comforting that they have multiple generations of planners at Weingard Wealth Management, because we know our family’s financial future has a future with them.

Nicole B.

Aron and Robert have been guiding myself and my family’s wealth management since the mid 1990’s. Under their watchful guidance I’ve benefited in good times and maintained in hard times.
The level of trust I have with them and in them is priceless. Aron and Robert go the extra mile and their support team in Boca is another strong ingredient in this team. This dynamic duo of brothers with the experience and guidance of their mother, Nancy, bring a special energy to all their clients .
Client: John Belmonte