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.
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.
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J.P. Morgan’s Guide to the Markets – Q1 2022
The Q1 2022 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q4 2021
The Q4 2021 Guide to the Markets from J.P. Morgan.Read more
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Midyear Outlook 2021 – Picking Up Speed
Midyear update from the LPL Financial research team.Read more
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J.P. Morgan’s Guide to the Markets – Q3 2021
The Q3 2021 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q2 2021
The Q2 2021 Guide to the Markets from J.P. Morgan.Read 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.
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J.P. Morgan’s Guide to the Markets – Q1 2022
The Q1 2022 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q4 2021
The Q4 2021 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q3 2021
The Q3 2021 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q2 2021
The Q2 2021 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q1 2021
The Q1 2021 Guide to the Markets from J.P. Morgan.Read more
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J.P. Morgan’s Guide to the Markets – Q4 2020
The 4th Quarter Guide to the Markets from J.P. Morgan.Read more
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The current view from the new office…figured I better capture the moment before it melts. Day 3 with snow on the g… https://t.co/rB4ruKro3F
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@rjochoa that drive was the fail, not the last one that everyone is all beside themselves over.
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@HelmanDC Romo’s O-Line sucked until they drafted Travis Frederick (a pick which none of the pundits liked) and was… https://t.co/0noklSZIpG
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@TylerReddick the @sweetwaterbrew pack from Costco I see 🍻