Asset Management

Call: (704) 940-0103

The prospect of building wealth through successful investing has never held more appeal. But like any market, increased supply was quickly propagated by increased demand for financial products. Investors are faced with what can be daunting choices.

As an independent wealth management firm, powered by LPL Financial, we can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. Our partnership with LPL Financial bring the resources, knowledge and experience of the LPL Research team to our valued clients. of The experienced and friendly team at Weaver Wealth Management recognizes the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

Our firm was established to provide ongoing professional advice to investors while helping meet our clients’ individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions.*

Working on a fee basis allows us to:

Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.
Provide simplified performance reporting, making it easy for you to monitor your account.
Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.

If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact us.

* Nominal transaction charges may apply.

Portfolio Management

We offer Managed Asset Plans for professional fee-based portfolio management through LPL Financial and Investment Portfolio Analysis to keep you informed of how your investments are performing. Our team will make adjustments as needed to keep your portfolio balanced, in accordance with your investment objectives.

Retirement Planning

We offer Retirement Planning services to design an investment strategy that will help you meet all of your retirement goals, including Cash Flow Analysis for everyday budgeting.

College Planning

When you need College Planning, we can help with long-term planning to ensure you’re ready when your children are. This may include Cash Flow Analysis for everyday budgeting and types & amounts of savings recommendations. We help our clients understand the differences between saving for in-state tuition, out-of-state tuition, and living expenses.

Estate Planning

Robust Estate Planning services can help ensure the preservation of wealth from generation to generation. We help our clients gain peace of mind by discussing Trusts and whether they may be right for each unique family situation.