Weaver Wealth Management
WHO WE ARE
We are a family-owned firm that believes in building relationships based on trust, honesty & accountability. We pride ourselves on treating clients like family. We value listening to our clients and working collaboratively to help our clients pursue the financial goals that are most important to them. Our mission is to provide personalized wealth management services, customized for each client’s unique family situation and savings goals. Our mission is to offer our clients financial independence, knowing that our watchful eye and investment experience is looking out for their best investment interests.
As your investment partner, we are committed to helping you work towards your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short and long-term goals, we will work together to create a customized investment portfolio designed for you. In order to pursue this, we will take you through the investment consulting process, which is designed to help us determine how to best address your financial goals and dreams. The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities and values. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns. To manage the entire Financial Planning process, we use a cutting edge financial software tool called WealthVision. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios while serving as a single portal where all financial accounts and important documents can be stored and accessed securely.
Weaver Wealth Management was founded in 2010 by Kelly Weaver, as an independent financial management firm whose advisors are affiliated with LPL Financial. Kelly is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 23 years of investment experience. Prior to joining LPL in 2009, Kelly spent 11 years with Smith Barney as a Financial Advisor. Kelly moved to North Carolina in 1993 to begin his investment career with the regional brokerage firm of Interstate/Johnson Lane. Kelly’s registrations held with LPL Financial include the Series 7, 24, 63, and 65 licenses in addition to his Insurance and Long Term Care licenses.
Kelly received his BA degree in Political Science from Temple University in 1992. He resides in Davidson with his wife Mary and their three boys, William, Taylor, and Charlie. Kelly enjoys cooking, golf and traveling with the family.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
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Managing Principal, Weaver Wealth Management