WEIL's Advisory Team is comprised of a group of highly skilled advisors and planners working as a team to apply their credentials, knowledge, and experience to enrich every aspect of every client's financial wellbeing. The Client Services Team consists of procedural experts who together built and faithfully utilize a platform of systems that enables them to anticipate, apply, monitor, and innovate administrative essentials, all resulting in a straightforward and efficient client experience.
WEIL's deeply knowledgeable and highly innovative Investment Team collaborates in the research, design, and management of diverse portfolios of marketable securities, private real estate, venture capital, and private equity, enabling WEIL to provide our clients a total investment experience.
WEIL's deeply knowledgeable and highly innovative Investment Team collaborates in the research, design, and management of diverse portfolios of marketable securities, private real estate, venture capital, and private equity, enabling WEIL to provide our clients a total investment experience.
Services
Attaining financial peace of mind, reaching your financial goals, and securing your financial legacy are the fundamental elements of a well-run financial life. WEIL's advisory, investment management, and estate preparation and transition services can help you accomplish in your financial life that which matters most.
At Christopher Weil & Company, Inc. ("WEIL"), our experience shows us that for most people, a comprehensive financial advisory relationship promotes successful financial outcomes. Wealth on its own is nice to have, but it may not enable you to effectively accomplish your goals. What do you want your financial legacy to be?
We know that an investment approach which combines an understanding of history, theory, contemporary markets and economic trends, with decades of hands-on analytical and trading experience, is critical to promoting the best outcome for our clients (and ourselves). Communicating that approach clearly enriches the client relationship and allows us to partner with them in achieving their financial goals.
When it comes to preparing your estate for your beneficiaries, we are as concerned with a smooth and thorough transition as you are. When WEIL is your Advisor, we offer you the opportunity to onboard with us your entire financial life. This may include balance sheets, cash flow estimates, estate planning documents, insurance contracts, and much more.
This diversified fund seeks long-term capital appreciation by investing in what we believe to be undervalued securities of companies with market capitalizations exceeding $1 billion. Information contained herein is obtained from sources believed to be reliable; however, no representation as to accuracy and completeness of this information/data can be provided.
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