Call: (704) 940-0103
kim@weaverwealthnc.com
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We provide investment management services to high net worth individuals who are looking for a long-term relationship with a financial advisor based on the foundational blocks of trust and accountability.

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.

Meet Our Team

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.

  • J.P. Morgan’s Guide to the Markets – Q2 2021

    The Q2 2021 Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q1 2021

    The Q1 2021 Guide to the Markets from J.P. Morgan.Read more

  • Outlook 2021 – Powering Forward

    Annual update from the LPL Financial research team.Read more

  • J.P. Morgan’s Guide to the Markets – Q4 2020

    The 4th Quarter Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q3 2020

    The 3rd Quarter Guide to the Markets from J.P. Morgan.Read more

  • Weekly Market Commentary

    This week’s Market Commentary from LPL FinancialRead more

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.

  • J.P. Morgan’s Guide to the Markets – Q2 2021

    The Q2 2021 Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q1 2021

    The Q1 2021 Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q4 2020

    The 4th Quarter Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q3 2020

    The 3rd Quarter Guide to the Markets from J.P. Morgan.Read more

  • 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

  • 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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    51 years ago

Contact Us

Email
kim@weaverwealthnc.com

Phone
Office: (704) 940-0103
Toll-Free: (855) 822-4702

Address
400 North Harbor Place Dr. | Suite E
Davidson, NC 28036

What We Do

Important Disclosures

Check the background of brokers at this firm on FINRA’s BrokerCheck. The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IL, KY, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI, WV. Securities and advisory services offered through LPL Financial, a Registered Investment Adviser and member: FINRA / SIPC.

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