Weaver Capital Advisors

WE SET EXPECTATIONS to exceed them, ensuring our clients leave every encounter with us with the feelings of peace and comfort that they are receiving extraordinary value.

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Why Weaver Capital Advisors?

We build deep and important relationships with our clients and pride ourselves on our integrity and character. We also value those virtues in others. We put our clients at the center of everything we do. Weaver Capital Advisors has the benefit of being backed by Weaver and Tidwell, L.L.P., a Texas-based, national accounting and consulting firm. For more than 70 years, their philosophy has been about doing more than expected and exceeding client expectations. Weaver Capital Advisors collaborates to serve the evolving needs of high-net-worth and ultra-high-net-worth individuals, their families and their businesses.

UNDERSTANDING THE “WHY” IS MOST IMPORTANT.

We must understand why someone wants to achieve a goal, so we can give the best possible advice on how to get there. To truly know our clients, we must have honest conversations and listen with intent. That’s where trust begins.

What Makes us Different

Character Counts

First and foremost, our people differentiate us. We care for your portfolio like it’s our own.

We believe in living by the law of reciprocity, because when you do the right thing, it comes back to you tenfold. When we make decisions about your investment portfolio, we ask ourselves, “Is that what we would do if we were you?” And we only move forward when the answer is a resounding “yes.” We have built our lives and our business on good character.

It's Intentional

We deliver unexpected value.

We provide exceptional value for our service, and that’s intentional. We are proud to give you more than you expect, so you are delighted time and again. This brings us joy and gives our work greater meaning.

A Family Affair

We nurture relationships.

Authentic relationships start with trust. When we build trust with our clients, they can become like friends or even family. Our clients know we have the education, experience and expertise to serve them well. We combine this with trust, authenticity and an understanding that we will put our clients’ needs first, do what we say we will do, and work hard.

Financial Services

Grounded in client-focused values, Weaver Capital Advisors provides a range of investment management services for individuals, multi-generational families and institutional investors looking for thoughtful, respected advisors who truly care.
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Wealth Management

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Wealth Planning

Wealth Planning

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Institutional Management

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Alternative Investments

Alternative Investments

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Impact Investing

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Retirement Plan Services

Retirement Planning

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Our team is built on solid relationships.

Relationships require trust, respect and open communication – all things that are valued by the people at Weaver Capital Advisors. At our core, we believe that building relationships and contributing to our clients’ success gives us purpose.

Meet Our Team

About Weaver

Weaver and Tidwell, L.L.P. is a Texas-based, national accounting and consulting firm with comprehensive capabilities. That means we do the things you’d expect us to do— traditional assurance and tax services. We also provide a wide array of advisory services to businesses and individuals. Our service philosophy has always been to exceed client expectations.

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