Services

Weaver Wealth Management offers a comprehensive menu of services with the goal of managing and preserving clients' personal wealth and financial assets.

Investment Management

  • Investment Policy Design and Asset Allocation
  • Investment Manager Selection
  • Monitor Investment Performance

Wealth Management

  • Estate Gift and Tax Planning
  • Compensation Planning
  • Retirement Planning
  • Philanthropy Planning
  • Asset Preservation
  • Insurance Risk Management

Family Consulting

  • Generational Education and Planning
  • Mentoring Next Generation
  • Family Governance and Succession