Why Weaver Wealth Management?

Selecting a financial advisor may be one of the most important decisions you can make regarding the long-term financial security of your family, for this and future generations.

Objectivity

We have no specific products to sell. We have no sales quotas to meet, no trips to win. Our advise to you will be based solely on what we believe is in your best interest, not ours. You pay us a fee for our services, which may be developing your plan on a consultant basis, helping to actively manage your assets, or a combination of both, but it is always your choice. This arrangement should significantly reduce any concerns you might have about a potential conflict of interest concerning the investment recommendations we make to you. It's that easy. We work only for you.

Ethics

As individuals and as professionals, we understand the importance of keeping your information private. To this end, we will seek your prior approval before releasing any information to any third party. It's that kind of effort that continues to set Weaver Wealth Management apart.

We promise you there will be no surprises. We are committed to ongoing continuing education, community involvement and the highest ethical practices. We are only going to do what's best for you. That's a promise.

Perspective

We are in it for the long haul. We're not just looking for long-term relationships; we're looking for lifetime relationships. That's right. It is our goal to forge a relationship that is comfortable, successful and life-long.

Resources

Through our arrangements with firms like Raymond James Financial Services, First Boston Lehman Brothers, Frank Russell, Thompson Financial, and Morningstar, we can offer you the same money management techniques used by institutional investors around the world. We have access to any individual security as well as more than 8,000 mutual funds and 50 private investment managers.

Customized Plan

Why are customized plans necessary? Because no two individuals, families, or businesses are exactly alike. Every long-term financial picture is different. We create a unique, customized plan with appropriate strategies to help you and your family meet your long-term financial goals.

Together, we will determine the status of your present financial situation, your financial investment objectives and your investment temperament. Once complete, you will have a clearer picture of your current financial health. Upon completion of this process, Weaver Wealth Management will prepare a unique, customized plan that will help you meet your goals.

Ongoing Communication

Communication is a two-way street. We are never more than a phone call or e-mail away. And we mean it when we say we are good listeners: we listen before we advise, and we don't advise until we are totally comfortable that we understand your feelings about your long-term financial picture.

Periodic reviews of your financial plan are encouraged as often as you'd like. We recommend quarterly meetings, though some clients prefer to meet only on a semi-annual or annual basis. At that time, based upon changes in the economy or your own financial situation, any recommended changes to your plan will be addressed.