Weidenfeld Financial Group of Raymond James

Don Weidenfeld Of Weidenfeld Financial Group Treats Clients Like Family

Don Weidenfeld of Weidenfeld Financial Group in Boca Raton has developed a clear mission to serve clients over his 30-year career. 

“We don’t rest until we’ve worked with our clients to understand their objectives and risk tolerance to help them plan their future. At Weidenfeld Financial Group, our primary goal is to construct portfolios that limit volatility while providing both income and growth.” 

He and his team – most of whom have been working alongside him for more than 25 years and collectively have more than 100 years of wealth-management experience – view their roles as, quite simply, “doing the right thing” for their clients, he says. The group’s service model addresses the long-term goals of business owners, executives and families.  

Over the years, the Weidenfeld Financial Group has built expertise in fixed income as well as equities and alternative investments, stemming from Weidenfeld’s previous role as director of fixed income for a regional brokerage firm.

Now, having worked in the Raymond James ecosystem for more than 10 years, the Weidenfeld Financial Group has access to one of the most advanced investment and financial platforms in the industry. For clients, this means access to professional financial services, including state-of-the-art investment products, institutional-level lending, comprehensive commercial and investment banking services, and customized risk management strategies.

Recently, Jonathan Greene joined the group, whose background includes more than a dozen years as a business and estate planning attorney, CEO of a public company, and trust and wealth advisor with a large private bank.  

Weidenfeld Financial Groupnow incorporates financial modeling, tax-efficient investment planning, estate planning, risk management, multigenerational education and family governance advice into its “multifamily office” approach. In its role as a fiduciary, the group coordinates closely with clients’ legal, tax and business advisors to provide comprehensive wealth management, designed to protect assets for generations.

“I love what I do, and I feel privileged to work with wonderful people, both our clients and our team,” Weidenfeld says. “We view our clients as family, and we watch over their financial lives to help them enjoy the lifestyle for which they’ve planned. Nothing is more gratifying to me than to help families live well.”

Raymond James Financial Advisors do not render advice on tax or legal matters. Investing involves risk, you may incur a profit or a loss. No investment strategy can guarantee success. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Weidenfeld Financial Group of Raymond James is located at 2255 Glades Road, Ste. 120-A, Boca Raton. For more information, call 561-702-9000 or visit weidenfeldfinancialgroup.com.

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