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2088 Washington Avenue Cedarburg, WI 53012

(262) 618-4926
scott@weirwealthmanagement.com
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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.

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W3iR here to help you succeed

W3iR here to help you succeed

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.  


Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Client First – Fiduciary First

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.

Our Process

We create strategies that are tailored to your needs and goals. 


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Our History

Years of experience have prepared us to guide you through life's transitions.


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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY


  • "We don't just say we put our clients first, we do it."

    - Scott Weir

  • "Everyday we strive to bring you a first-class client experience and support."

    - Dainna Lowrance

    "We continually assess our processes to make incremental improvements in our portfolio."

    - Andy Ellingham

How Much Do You Know About Investments?

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."

TELL US HOW WE CAN HELP YOU TODAY

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