2088 Washington Avenue
Live Life Confidently
Financial success is the product of applying our processes to your goals. The resulting sum is your ability to live life confidently.
The team at Weir Wealth Management is ready to serve all of your Investment, Income and Insurance needs with our unique COR-4 and W3iR processes. Years of research, relentless improvement and testing everything repeatedly, has resulted in proprietary processes we are proud to offer to our clients.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Timing Your Retirement
What You Need to Know About Social Security
Retirement Plan Detectives
Our clients experience a planning process that places their needs first because we act as a fiduciary first. Utilizing our processes, clients can enjoy more confidence knowing that their plan is tailored to their individual needs and not a “one size fits all” plan.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
- Scott Weir
- Holly West
- Andy Ellingham
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."