The Weissing Wealth Management Group Team Photo

The Weissing Wealth Management Group

Merrill Lynch Wealth Management
2301 SE Monterey Rd
Suite 1
Stuart, FL 34996
(772) 223-6734
Learn more about an advisor's background on
At The Weissing Wealth Management Group, every member of our team is dedicated to helping people pursue their financial goals.  We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we'll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you pursue the goals that matter most to you.
The Weissing Wealth Management Group
Merrill Lynch Wealth Management
Welcome

We understand the responsibility our relationship with you carries—to help you achieve the goals that matter most to you. The process begins with a conversation, building a foundation that allows us to understand your priorities, risk tolerance, time horizon, liquidity needs, goals and unique concerns. A disciplined investment approach is then offered, providing you with access to the investment insights of Merrill, the trust and fiduciary services from Bank of America Private Bank and the credit and lending solutions of Bank of America. As your life and the markets change, we will meet to track progress and adjust your approach as necessary.

Recognition
The Weissing Wealth Management Group Team Photo
The Weissing Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Tuesday, April 30th 2024| 11:15 AM EST
April 2024 Educating Investors: Market Outlook

At Merrill, we are here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation.

During this call, Todd and Michael will share with you:

  • Timely information about the economy and current market trends
  • Strategies the Weissing Wealth Management Group is using to help you pursue your financial goals

Can't make the 11:15 EST call? No problem, we offer an afternoon session as well starting at 4:15P EST

Saturday, November 11th 2023| 5:00 PM EST
Client Appreciation Event

Join us for a client appreciation event at Salute Market. This is a social event for us to spend time with you, other clients as well as an opportunity for you invite family and friends.

Meet Our Team
C Todd Weissing
Senior Vice President, Senior Consultant
772.223.6743
Michael Weissing,

CFP®

Senior Vice President, Wealth Management Advisor
772.223.6734
Tracy Newman
Assistant Vice President, Wealth Management Associate
772.223.6738
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Cecilia Remy
Retirement Specialist
Alejandro Vallejo
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.