Financial Services

Weaver provides assurance services (external audit, internal audit and compliance) to banks, credit unions, mortgage companies, broker/dealers, investment companies and endowments/trusts.  We also provide assurance services to hedge funds, fund of funds, multi-manager funds, hub and spoke and master/feeder funds and offshore funds. In short, our professional services span the entire financial services sector.   

A more detailed description of our professional services to the financial institutions sector follows:

Hedge Funds
Broker-Dealers

Banks/Credit Unions

Private Equity
Private Equity
Financial Institutions Compliance
Quick Links

Service Sheet
Financial Services (PDF)

Presentations
Financial Services Master Presentation DFW

See what our clients say.

Bank of Texas

Capital Southwest

Coastal Securities

Service Leaders:

Kevin Sanford, CPA
Partner-in-Charge, Financial Services
832.320.3249 

 Bruce Zaret

Bruce Zaret, CPA
Partner, Advisory Services
(972) 448-9232