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.

Asset allocation defines how investments are structured. Diversification defines how they're selected. Together, they pl...
06/15/2026

Asset allocation defines how investments are structured. Diversification defines how they're selected. Together, they play a role in how portfolios navigate potential market shift over time.
Explore how asset allocation and diversification can help shape your portfolio approach by clicking the link below and start the conversation with a Stifel Financial Advisor.
https://livesocial.seismic.com/a1X8MJ

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy ...
06/11/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of a building a multi-generational estate plan: https://livesocial.seismic.com/a4BmU8

Buying a home is exciting - but it's also one of the biggest financial decisions you'll ever make. This video breaks dow...
04/30/2026

Buying a home is exciting - but it's also one of the biggest financial decisions you'll ever make. This video breaks down the homebuying process, from renting vs. buying to understanding mortgages and monthly budgets, so you can move forward with confidence and clarity.

If you filed a federal tax return and are owed a refund, you may be wondering about the status.To see how to check on th...
04/28/2026

If you filed a federal tax return and are owed a refund, you may be wondering about the status.

To see how to check on the status of your refund, click here: https://livesocial.seismic.com/aByyRH

Struggling with what to do with that old 529 plan? The IRS now allows you to roll it into a Roth IRA. If you have unused...
04/24/2026

Struggling with what to do with that old 529 plan? The IRS now allows you to roll it into a Roth IRA. If you have unused funds in a 529 plan, and don't have any further education expenses or another family member who could use the funds, consider a Roth IRA.

Learn more here: https://livesocial.seismic.com/annf_d

Use our fillable Income Gap Calculator to explore the numbers and gain insight into your financial landscape. A clearer ...
04/22/2026

Use our fillable Income Gap Calculator to explore the numbers and gain insight into your financial landscape. A clearer picture may help you plan with confidence.

Click here: https://livesocial.seismic.com/aGX-xG

Many taxpayers may be confused when it comes to the taxation of capital gains, and for good reason!Learn more about the ...
04/20/2026

Many taxpayers may be confused when it comes to the taxation of capital gains, and for good reason!

Learn more about the Taxation of Capital Gains here: https://livesocial.seismic.com/aesQDh

Headquartered in St. Louis, Missouri, and with roots dating back to 1890, Stifel is one of the nation's leading full-ser...
04/17/2026

Headquartered in St. Louis, Missouri, and with roots dating back to 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms.

Learn more about Stifel here: https://livesocial.seismic.com/aLU1Nc

Financial literacy is important at any age, contact me for resources for your family and friends.
04/15/2026

Financial literacy is important at any age, contact me for resources for your family and friends.

Address

4 W. Red Oak Lane
White Plains, NY
10604

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