Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Weidman Private Wealth Management

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Our advisors

Advisor photo for Allen Weidman

Allen Weidman

CFP®, ChFC®, CRPC, APMA®, CLU®

Private Wealth Advisor

Managing Director
Learn more about Allen Weidman Visit Allen Weidman's website
Advisor photo for Lorenna Ellison

Lorenna Ellison

APMA®, CRPC

Registered Practice Associate

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Lorenna Ellison Visit Lorenna Ellison's website