What You Care About Will Be Cared For™

Plan Confidently, Live Fully™

The Investors Center is a financial planning and longevity planning practice that guides clients to

discover and leverage their capacity to live and age confidently.

Since 1999, The Investors Center has assumed responsibility for helping clients create and sustain the life they want.

What We Do

Eliot working at the computer

Financial Planning
Couple on couch going over financial documents

Longevity Planning
Woman pointing at computer screen

Investment Approach

Longevity Planning

The Investor Center Process

 

The Investors Center exists to guide people to discover and leverage their capacity to age confidently. Longevity planning enables individuals to envision and support their best life. We help clients make proactive choices (financial and otherwise) that invite physical and emotional well-being and align their desires for living space, geographic place and community.

Who We Serve

Families & Individuals

06/08/2018
Our clients are people who want to age confidently and live their best life and need a responsive partner that proactively aligns powerful planning insights with their evolving financial needs and changing life circumstances.
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Professionals

06/08/2018
Like us, you have spent your career building relationships through attentive listening, keeping promises and unwavering commitment. Learn how we can work with you as a valuable extension of the relationships you have worked so hard to build.
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Meet Our Team

Eliot Weissberg
Eliot M. Weissberg, CFP®, CAPS
President
Ellen Weissberg
Ellen Weissberg, FPQP™
Director of Operations
Kim Nicholas
Kim Nicholas, CFP®
Financial Advisor
Michael Becconsall
Michael Becconsall
Financial Advisor
Heather Casella
Heather Casella
Client Relationship Manager

Plan Confidently, Live Fully.™

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.

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