The Weiner Wealth Management Group of Stifel

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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 should 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.

What are your goals when you think of your charitable giving? Would you like to make a gift that may help potentially pr...
11/02/2026

What are your goals when you think of your charitable giving? Would you like to make a gift that may help potentially preserve assets for your heirs? Or maybe plan a future gift in a simpler way?

Review your options with our Charitable Gift Comparison chart: https://livesocial.seismic.com/asYwNl

Our Home Office visits go beyond the typical recruiting experience. They're designed to give you an authentic sense of w...
10/30/2026

Our Home Office visits go beyond the typical recruiting experience. They're designed to give you an authentic sense of what it means to be a part of the Stifel family. From the accessibility of our leadership team to our vibrant, and entrepreneurial culture, come see firsthand why so many financial advisors have made Stifel their Firm of Choice.

Click here to read more: https://livesocial.seismic.com/afB2Er

Big life changes often bring new financial considerations. Marriage, a career move, or welcoming a new family member can...
10/28/2026

Big life changes often bring new financial considerations. Marriage, a career move, or welcoming a new family member can all affect your goals and priorities. Taking time at year-end to review your plan can help ensure it continues to reflect what matters most to you.

How prepared is your company to handle the sudden passing of an owner?  Can your current agreement adequately transfer a...
10/26/2026

How prepared is your company to handle the sudden passing of an owner? Can your current agreement adequately transfer a percentage (or the entirety) of your business should a triggering event occur?

Fill out our Buy-Sell Agreement Scorecard to get a view of how prepared your company really is: https://livesocial.seismic.com/a_Z_pN

Headquartered in St. Louis, Missouri, and with roots dating back to 1890, Stifel is one of the nation's leading full-ser...
10/19/2026

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/aBGoLL

Reducing debt can be an important step toward potentially strengthening your overall financial picture. By creating a pl...
10/16/2026

Reducing debt can be an important step toward potentially strengthening your overall financial picture. By creating a plan and staying consistent, you could help build momentum toward your long-term goals while gaining confidence along the way.

Learn more about debt management here: https://livesocial.seismic.com/a7i00g

Do you know your net worth? Knowing your net worth can help you track progress, set goals, and make informed decisions a...
10/14/2026

Do you know your net worth? Knowing your net worth can help you track progress, set goals, and make informed decisions about your money.

Fill out our Net Worth Worksheet here: https://livesocial.seismic.com/avPdcp

Some birthdays mark more than just another candle on the cake. They can also bring key financial and retirement mileston...
10/12/2026

Some birthdays mark more than just another candle on the cake. They can also bring key financial and retirement milestones. Understanding what changes at each age can help you plan ahead and make informed decisions for your future.

Address

4 W. Red Oak Lane
White Plains, NY
10604

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