Reaching for your investment & wealth management goals.
Charting your course through wealth management waters.
Guiding you with financial advice,
insurance & planning
Working as your financial guide and partner, Weir Financial will help you chart the right course for all your financial needs. Helping you navigate through the complex financial waters, we will set you on the right path and ensure you are comfortable with your choices and goals.
While we are not the typical suit and tie firm, at Weir Financial, you will find a team of experienced staff and advisors who are friendly, easy going and have a passion for helping people like you.
Why Weir Financial?
• Investment Advisory Services
• Brokerage Accounts
• Managed Accounts
• Fee-based Investments
• Financial Planning (fee based)
• Insurance Planning (fee based)
• Retirement Income Planning
• Certified Senior Advisor Planning
• Trust Accounts
• Individual Accounts
• Simple Plans
• And Much More
Have a Plan?
To successfully plan for your future, your financial journey should encompass:
Closely follow our Weir 5-Step Plan, our consultants will help you build a carefully thought out program that meets your short- and long-term goals.
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Complimentary Discovery Meeting Just For You
We can come to you, or you can come visit us in our historic building in Cedarburg. Let's have a discussion and then shoot a round of pool when we're done.
Weir Financial Advisory Services:
No sales quotas or incentives sold here—we provide fee-based advisory services, so we are working for you, not working for a commission!
We provide you with exceptional service through teamwork, communication & collaboration, and a joint long-term focus of your financial goals.
Other Services We Can Help You With: