The Weiner Wealth Management Group of Stifel

The Weiner Wealth Management Group of Stifel The Weiner Wealth Management Group - Stifel

Debra Weiner, AAMS™, Managing Director/Investments

After hours by appointment only. Stifel Financial Corp.

Our services cover all areas of wealth management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies. Stifel does not provide legal or tax advice. You shoul

d consult with legal or tax consultant regarding your particular situation.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

As a retirement plan sponsor, you are considered a fiduciary. That means you're responsible for acting in the best inter...
09/07/2026

As a retirement plan sponsor, you are considered a fiduciary. That means you're responsible for acting in the best interests of plan participants and overseeing the plan with care and diligence.

View more about fiduciary duties here:
https://livesocial.seismic.com/aSoXnE

This year we surveyed over 150 of Stifel's summer interns to learn more about the preferences, spending habits, and perc...
09/01/2026

This year we surveyed over 150 of Stifel's summer interns to learn more about the preferences, spending habits, and perceptions of the next generation of consumers. The survey questions were based largely around investment themes that we see influencing the direction of the economy and markets long term.

View the full survey findings here: https://livesocial.seismic.com/a9cyxV

Charitable giving has the power to transform communities, empower individuals, and create lasting change. Through Stifel...
08/24/2026

Charitable giving has the power to transform communities, empower individuals, and create lasting change. Through Stifel Donor-Advised Funds, charitable giving could be amplified for the causes that matter most to you.

These Great Grant Stories highlight the generosity and impact of just a few grant stories: https://livesocial.seismic.com/aFQm8P

A successful business strategy often extends beyond day-to-day operations. As financial, operational, and succession nee...
08/20/2026

A successful business strategy often extends beyond day-to-day operations. As financial, operational, and succession needs evolve, business owners may benefit from a range of specialized resources and services.

Explore how business owner services can support planning, risk management, employee benefits, and succession considerations:
https://livesocial.seismic.com/a1oitz

Proud to be backed by a firm ranked #1 in Employee Advisor Satisfaction for four consecutive years! This recognition re...
08/18/2026

Proud to be backed by a firm ranked #1 in Employee Advisor Satisfaction for four consecutive years! This recognition reflects the strength of the platform, resources, and support available to us, helping us deliver thoughtful guidance and comprehensive financial solutions to our clients.

08/14/2026

Got a raise or started earning more? Before you upgrade everything, watch this. This video breaks down how lifestyle inflation and social media-driven spending can quietly derail your financial plans - and shares simple strategies to help you stay focused on what matters most. Watch now and learn how to make your money work harder for you.

Address

4 W. Red Oak Lane
White Plains, NY
10604

Telephone

+19146948606

Website

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