Just For You.
We can come to you or you can visit us at our historic building in Cedarburg,
Financial advising and educating to
help you reach new heights
As your financial guides, 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.
Advisors and Educators
At Weir Financial, we are more than financial advisors; we also are your wealth management educators. 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.
Once your financial plan is in place, we then put our advising into action and help educate you on a variety of investment options to help you achieve your goals.
• Mutual Funds
• Exchange Traded Funds
• Unit Investment Trusts
• Closed-end Funds
• Fixed & Variable Annuities
• Life Insurance
• Long-term Care Options
• And Much More
Weir 5-Step Plan
With the Weir 5-Step Plan, we will work with you throughout the entire planning process to identify your needs, analyze your situation, develop a plan, implement your plan, and continue to review, monitor and refine your plan as needed to help you work towards meeting your goals. Click on the attached link to begin the process with our Common Moments of Truth worksheet.
Ask us about our all-encompassing financial
management services program
Financial planning is more than simply saving for your future. At Weir Financial, we provide an all-encompassing financial management program because we want to be more than just your financial planners—we are your advisors, consultants, educators, and friends. Together we will work hard on your behalf to help you work towards reaching your goals and planning for you and your family's future. Helping our customers, getting to know you and your family, building for your future—that is what Weir Financial is all about.
Other Services We Can Help You With: