Weaver Capital Advisors

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Weaver Capital Advisors offers personalized investment strategies that align with the unique financial objectives of our clients. Our team of advisors is focused on providing you with peace of mind in financial planning and investing.

Working to empower your financial future with experienced guidance and a commitment to excellence, our knowledge and support enable us to grow your wealth the way you want.

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Accounting for Divorce: Getting C.L.E.A.R. on Your Finances

Simplify your decisions during a divorce with the C.L.E.A.R. process. Learn how to organize, prioritize and plan for a confident financial future.

Webinar

Webinar: Strategic Planning for Year-End: Legal, Tax and Financial Insights for Individuals as well as Estate, Gift and Trusts

Our panel of legal, tax and financial planning professionals discuss key factors impacting estate, gift and trust planning as well as how expiring TCJA provisions influence retirement planning options and long-term savings.

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Keep It SIMPLE: A Tax-Advantaged Retirement Plan Solution for Small Businesses

Set up a SIMPLE IRA for your small business before October 1, 2024, to access tax benefits within a retirement plan that attracts employees promotes retention.

Article

2024 Tax Adjustments Create Opportunities for Smart Gift Planning

Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.

Article

2023 Year-End Financial and Tax Planning Strategies for Individuals

As 2023 draws to a close, individuals can take many steps now to manage their current tax liabilities.

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Our Services

Wealth Management

We believe in a strong client-advisor relationship built on mutual respect and clear communication, honoring the wisdom of our clients.

Wealth Planning

We simplify complex investments and guiding you through every step by focusing on what matters most to you.

Institutional Management

Listening is the foundation of our approach, and we create personalized financial plans based on your goals and values, not just your circumstances.

Alternative Investments

Alternative investments are essential for well-rounded portfolios, and we assess risks and uncover opportunities to enhance your asset allocation and meet your cash flow needs.

Impact Investing

From ESG and socially responsible strategies to mission-focused investments, we help align your portfolio with the principles you value most across asset classes and sectors.