We will take the time to understand your goals, your risk tolerances and to explore your investment options. No sales quotas or incentives here—we provide fee-based services, so we are working for you, not working for a commission! We will review your current investments and explore a variety of strategic investment options to help you build your diversified portfolio. We will help you make informed decisions and make sure that you are comfortable with your choices.

Advising and Educating
At Weir Wealth Management, we are more than a financial advisory firm; we also are your wealth management educator. Together, we help you learn how to prepare and plan for your short- and long-term goals. We will examine your personal and financial information, including future monetary needs, and formulate a plan to help you work towards reaching your overall financial goals.