Mission & Vision
Our mission is to provide personalized wealth management services, customized for each client’s unique family situation and savings goals. Our vision is to offer our clients financial independence, knowing that our watchful eye and investment experience is looking out for their best investment interests.
Our Values
We are a family-owned firm that believes in building relationships based on trust, honesty & accountability. We pride ourselves on treating clients like family. We value listening to our clients and working collaboratively to help our clients achieve the financial goals that are most important to them.
We believe in building relationships based on trust & accountability.
Check the background of brokers at this firm on FINRA’s BrokerCheck.
Market Commentary
We provide our clients with ongoing market research and commentary, including perspectives on the bond market and a quarterly guide to the markets.
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J.P. Morgan’s Guide to the Markets – Q4 2020
The 4th Quarter Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q3 2020
The 3rd Quarter Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q2 2020
The 2nd Quarter Guide to the Markets from J.P. Morgan.Read more
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Recent News
We publish feature stories and press releases on topics related to the Weaver Wealth Management team as well as timely letters and guidance for our clients.
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J.P. Morgan’s Guide to the Markets – Q4 2020
The 4th Quarter Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q3 2020
The 3rd Quarter Guide to the Markets from J.P. Morgan.Read more
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LPL Financial Letter to Investors – April 2, 2020
Ryan Detrick, CMT, Vice President, Senior Market Strategist at LPL Financial writes letter to investors.Read more
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The Coronavirus Aid, Relief and Economic Security (“CARES”) Act
LPL Financial provides highlights on key provisions from The Coronavirus Aid, Relief and Economic Security (“CARES”)Read more
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The CARES Act Key Components
LPL Financial provides key components from The Coronavirus Aid, Relief and Economic Security (“CARES”) Act.Read more
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J.P. Morgan’s Guide to the Markets – Q2 2020
The 2nd Quarter Guide to the Markets from J.P. Morgan.Read more