Our Approach to Financial Planning & Investing
Exceptionally Unexpected
Who We Are Here For
The Entrepreneur
The Executive
Tremendously busy leading companies,
C-suite executives value a first-class financial advisor that thinks outside the box about preserving wealth. Weaver Capital Advisors simplifies their lives and ensures their wealth is managed and protected for a lifetime–and beyond.
The Emerging Multi-Millionaire
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At the heart of our business
is the relationship.
Over the years, we have learned through working with countless clients that relationships are built on one thing – trust. So when clients ask, “What is your process?”, the answer is simple. We build a real relationship with you by listening carefully, understanding your needs and developing a personal plan that works for you. Our vast experience and knowledge, combined with access to financial solutions that best fit your needs, enable us to grow your wealth the way you want. We meet regularly to make sure we stay on track and that your goals are met. So, the process is the relationship. With the relationship as the foundation, we build and implement a strategy that grows and protects your assets in order to bring you peace of mind.
We believe …
Listening is the Tool That Leads to Opportunity
Providing Peace of Mind is Paramount
Reciprocal Respect Creates Successful Outcomes
The Role of Private Equity
We understand the complex role private equity plays, the challenges that may arise in deals, and most importantly, the bold people who embrace this type of risk. Our team is experienced in preparing private equity teams, entrepreneurs and business owners to optimize and manage specific private transactions, including acquisitions and dispositions of direct interest investments, IPOs and other liquidity events. The process of liquidating assets can be one of our clients’ most important undertakings. We not only provide critical advice as part of our fiduciary duty but also execute these transactions in a manner that helps deliver returns and minimizes taxes. We believe helping entrepreneurs continue their legacy is some of our most valuable work.
The Importance of Generational Wealth
We respect and deeply care about the wealth our clients have built and how it is passed to the next generation – and those who follow. We have vast experience in the smart transition of wealth over multiple generations. Whether it’s asset protection, gifting, or the ever-important role of taxation, we understand the importance of helping our clients steward their assets wisely, while considering the family and organizations that will be their eternal legacy.