At Weidner Sorge Wealth Partners, our goal is simple: to provide thoughtful guidance that helps individuals, families, and businesses move forward with clarity and confidence.
Our Firm’s Values
Setting a higher standard for modern financial guidance
60+
year legacy
$1.76T+
Approximately $1.76 trillion in total client assets*
*As of 3/31/2026. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
Dedicated Team
focused on your long-term success
Client First
Everything we do begins with understanding you. Your goals, your priorities, and your definition of success guide every recommendation we make. We take the time to listen, ask the right questions, and build strategies that reflect your life—not a template.
Integrity Without Compromise
Trust is earned through consistency. We hold ourselves to a high standard in how we operate, communicate, and advise—always acting with transparency, accountability, and your best interest at the center of every decision.
Thoughtful Opportunity
We believe in being intentional, not reactive. Whether navigating markets or planning for the future, we look for opportunities that align with your long-term vision—balancing insight, discipline, and perspective to help you move forward with confidence.
Independent Thinking
No two clients are the same, and neither are our solutions. We value open dialogue, diverse perspectives, and the ability to think independently—allowing us to deliver advice that is clear, unbiased, and tailored to your unique situation.
Community & Responsibility
We believe success extends beyond the balance sheet. Supporting the communities we live and work in is part of who we are, and we’re committed to helping clients align their financial lives with the impact they want to make.
We aim to be your trusted partner
We don’t aim to be the biggest—we aim to be the most trusted. That means showing up prepared, thinking long-term, and delivering guidance that is both practical and meaningful. It’s a standard we hold ourselves to in every relationship.
Strong relationships start with understanding who you’re working with. Meet the team dedicated to guiding you with thoughtful advice and a personal approach.
Weidner | Sorge Wealth Partners:
Individualized service throughout every stage of wealth, built on time-tested principles and a long-term commitment to stewardship—helping families and businesses preserve, grow, and transition their assets with confidence and clarity.
We deliver distinctive insights and measurable results tailored to institutions, financial professionals, and institutionally focused investors.
Raymond James can provide independent, strategic guidance to private and public companies through a team of experienced investment bankers committed to integrity. Our focus is on delivering unique insights and real, measurable outcomes for institutions, financial professionals, and investors with an institutional mindset.