The prospect of building wealth through successful investing has never held more appeal. But like any market, increased supply was quickly propagated by increased demand for financial products. Investors are faced with what can be daunting choices.
As an independent wealth management firm, powered by LPL Financial, we can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. Our partnership with LPL Financial bring the resources, knowledge and experience of the LPL Research team to our valued clients. of The experienced and friendly team at Weaver Wealth Management recognizes the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
Our firm was established to provide ongoing professional advice to investors while helping meet our clients’ individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows us to:
- Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.
- Provide simplified performance reporting, making it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact us.
* Nominal transaction charges may apply.