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COR-4 Values

1.  Client First - Fiduciary First

Simply put - as a client of Weir Wealth Management (WWM), your needs, wants and wishes are priority number one. We present our processes, and together we develop a financial plan unique to your circumstances.  We do not try to sell you a commissionable product and we do not use "one size fits all" plans.  We are a fee-based firm and we do better when you do better.

2.  Relentless for Improvement

"Kaizen" is a term that refers to continuous improvement.  The foundation of Kaizen consists of five elements: teamwork, personal discipline, improved morale, quality circles and suggestions for improvement.  Each team member at WWM strives for and thrives on this philosophy in every aspect of our business, to ensure that we are providing the very best service to our clients.

3.  Test Everything

Testing Everything goes hand-in-hand with being relentless for improvement.  Research data, market analysis, investment reports and even suggestions from friends and clients; we test it all and run it through our Cor-4 process to determine validity and practicality for future use with our investment, income, insurance and planning platforms.

4.  Honesty and Integrity

"Do unto others as you would have them do unto you."  At WWM, what you see is what you get.  We pride ourselves on having a competitive edge with our value added services and on transparency of fees.  We will show you all sides of all options, not just what you want to see and hear.  We are truly a service-based business and it is our priority to provide our clients with the very best.

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