Call: (704) 940-0103
[email protected]
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We provide investment management services to high net worth individuals who are looking for a long-term relationship with a financial advisor based on the foundational blocks of trust and accountability.

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.

Meet Our Team

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.

  • J.P. Morgan’s Guide to the Markets – Q2 2022

    The Q2 2022 Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to Retirement

    2022 Guide to Retirement from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q1 2022

    The Q1 2022 Guide to the Markets from J.P. Morgan.Read more

  • Outlook 2022 – Passing the Baton

    2022 Outlook from the LPL Financial research team.Read more

  • J.P. Morgan’s Guide to the Markets – Q4 2021

    The Q4 2021 Guide to the Markets from J.P. Morgan.Read more

  • Midyear Outlook 2021 – Picking Up Speed

    Midyear update from the LPL Financial research team.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.

  • J.P. Morgan’s Guide to the Markets – Q2 2022

    The Q2 2022 Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to Retirement

    2022 Guide to Retirement from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q1 2022

    The Q1 2022 Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q4 2021

    The Q4 2021 Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q3 2021

    The Q3 2021 Guide to the Markets from J.P. Morgan.Read more

  • J.P. Morgan’s Guide to the Markets – Q2 2021

    The Q2 2021 Guide to the Markets from J.P. Morgan.Read more

  •  @SquawkCNBC   @elonmusk   @andrewrsorkin   @BeckyQuick   @michaelsantoli  sue him? 🤷‍♂️. how about adding him to the damn Ch…  https://t.co/65M9aw9Rl1 
    @weaverwealthnc
    6 hours ago
  •  @elonmusk   @JaneidyEve   @stevenmarkryan  nothing wrong with that 👍
    @weaverwealthnc
    1 day ago
  •  @CoreyLaJoie  awww, how awesome. Congrats to you, Kelly, and Levi.
    @weaverwealthnc
    1 day ago
  •  @RyanDetrick  awesome…our  @Reds  could use him!
    @weaverwealthnc
    2 days ago
  •  @Stephanie_Link  🤷‍♂️
    @weaverwealthnc
    2 days ago

Contact Us

Email
[email protected]

Phone
Office: (704) 940-0103
Toll-Free: (855) 822-4702

Address
120 Main Channel Drive
Mooresville, NC 28117

What We Do

Important Disclosures

Check the background of brokers at this firm on FINRA’s BrokerCheck. The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IL, KY, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI, WV. Securities and advisory services offered through LPL Financial, a Registered Investment Adviser and member: FINRA / SIPC.

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