What We Do

We’re fiduciaries. We put our clients at the center of everything we do. Our fiduciary advisors are legally bound to act in the best interest of their clients – always. But as people who pride ourselves on integrity and character, we would do that anyway.

Wealth Management

Our clients choose us, but we also choose them – and this selective dynamic works beautifully. We’re most successful when we’re a good fit with our clients and when mutual respect exists. We work with those who have realistic expectations and communicate them, and both parties commit to the plan we develop. We learn from the wisdom of our clients, the hardworking, risk-taking entrepreneurs. One of the great joys of our jobs as advisors is when our clients share their knowledge and wisdom with us.

Wealth Planning

We want you to feel a sense of comfort in every encounter with our team. To do that, we educate and unpack the intricacies of complex investments to put you at ease. We’re money mentors. We walk alongside you to discover what’s most essential to you, your family and your business, and we deliver solutions to help you achieve your dreams – free from worry.

Institutional Management

If you don’t listen, you can’t give great advice. It’s that simple. Understanding our clients’ life goals and the emotional factors that surround money comes through listening. That’s our very first step. We don’t create financial plans or offer investment advice based on where you live or who your family is, because that is only part of who you are. We create financial plans and offer investment advice based on who you are, what’s most important to you, and where you want to go. We let you tell us your whole story. And we honor it.

Alternative Investments

We specialize in alternative investments and believe they are essential components to portfolio construction. Navigating this complex universe of investments is challenging and requires in-depth knowledge and understanding in order to evaluate risks and identify potential opportunities that can complete your asset allocations and cash flow needs.

Impact Investing

At the core of any impact investing platform is the understanding that investors have a range of value sets and goals. We provide solutions across the complex spectrum for clients seeking to create impact through their investments that align with their beliefs. Our platform offers values-based, environmental, social and governance (ESG), thematic and other impact investing strategies. We can make portfolio choices that reflect your beliefs, whether those include mission-aligned, socially responsible, sustainable or ESG investment criteria. And, we offer strategies across asset classes, countries, sectors and market caps. Our approach is a personal way to think about your wealth by aligning your portfolio with your principles.

Retirement Plan Services

Employees look to companies that provide high-quality retirement plan options to help them secure their futures. Weaver Capital Advisors develops the plans that will both attract and retain them. From plan design to asset allocation, investment monitoring, plan education and more, it’s important to the Weaver Capital Advisors team, to guide you through the important steps of the process.