The team at Weir Wealth Management is ready to serve all of your Investment, Income and Insurance needs with our unique COR-4 and W3iR processes. Years of research, relentless improvement and testing everything repeatedly, has resulted in proprietary processes we are proud to offer to our clients. Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Learn about the importance of having an estate strategy in this helpful and informative video. Our clients experience a planning process that places their needs first because we act as a fiduciary first. Utilizing our processes, clients can enjoy more confidence knowing that their plan is tailored to their individual needs and not a "one size fits all" plan.
Learn about the importance of having an estate strategy in this helpful and informative video. Our clients experience a planning process that places their needs first because we act as a fiduciary first. Utilizing our processes, clients can enjoy more confidence knowing that their plan is tailored to their individual needs and not a "one size fits all" plan.
Services
Scott is an owner of and Investment Advisor Representative at Weir Wealth Management (WWM). Scott has over 25 years of experience in finance and investing and has developed the proprietary processes used at WWM. Scott prides himself on educating his clients and helping them make informed decisions about their financial plans, so they can live life confidently.
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.
At Weir Wealth Management, we pride ourselves on not only providing a fluid retirement plan, but also on educating our clients to ensure that you clearly understand your financial path. Through insightful discussions, in-depth analysis and a strategic planning process, together, we will work towards implementing a plan that works for you and help you work towards meeting your financial goals.
Mapping your future includes not only saving for your future, but also preserving your savings and income. A review of your current life insurance coverage ensures you have proper coverage to meet your life and long-term disability or care needs. As your full financial services firm, we will help you work towards making informed decisions to ensure that you have the appropriate insurance in place to protect you and your family.
Tax planning is yet another path to pursue to further help you achieve your financial goals. This may enable you to see results more quickly and reduce potential consequences en route to your goals. Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.
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