At Weaver, we know that your financial needs and goals are as unique as you and your family. Weaver's Private Client Services can help you design long-range plans for the growth and protection of your wealth, while providing strategies and tactical assistance to manage the day-to-day challenges that accompany wealth. We assist our clients with the utmost respect and discretion.
Services we customize for our high-net-worth clients include:
Tax Strategies: You’ve heard the saying: “Taxes are a fact of life.” It is also true that taxes can have the largest single impact to meeting your personal financial goals. We will work closely with you to understand your personal financial goals, and then craft a customized tax plan that will help you meet them. We will also ensure that you understand all of the tax savings opportunities available to you, your family and/or your business, and how you will benefit from those opportunities and strategies.
Family Business and Succession: Many of Weaver’s high-net-worth clients possess complex trust and investment structures and control at least one operating business. Whether you are ready to sell the business to outsiders or turn over the family responsibilities, we help educate, mentor and manage expectations. You can achieve greater care and efficient service by entrusting your financial interest to one dedicated firm that is familiar with the many specifics and personalities unique to your situation. No competing agendas, no dilution of focus – we understand the ties between your business and your family. With experience, insight and integrity, we make sure everything adds up to your continued success.
Estate, Gift and Trust: You’ve spent your life working hard to grow your wealth. Passing it on to the next generation is part of your legacy. Weaver’s Estate, Gift and Trust team will work with you to address a wide range of opportunities or concerns regarding preserving your wealth. Whether it is providing for someone you care about, asset protection or minimizing your tax liabilities, we can recommend many strategies to help you achieve your goals. And if a family dispute arises regarding marital property issues or management of an estate or trust, we can work with your attorney to provide the information and analysis needed to help resolve the matter.
Retirement Planning: No matter where you are in your career, a sound financial plan will ensure that you enjoy the retirement you deserve. With increasing longevity, many clients today are concerned about outliving their resources. Once Weaver’s retirement planning professionals have assessed your retirement goals, they’ll not only craft a plan to meet them, but work with you every step of the way to make sure your plan stays on track.
Philanthropic Planning: We understand that your legacy is about so much more than the value of the money. It’s not enough to do well. You want your wealth to do good. We’ll work with you to create a philanthropic strategy that allows you and your family to support the causes you’re passionate about, and minimize your tax exposure at the same time.
National Practice Leader, Tax Services
Rob Nowak, CPA, brings 25 years of public accounting experience, providing proactive tax…
Partner, Tax Services
Justin Reeves, CPA, has more than 15 years of experience in public accounting. With extensive experience in providing…
Partner, Tax Services
Elizabeth Bunk, CPA, CFP®, has more than 25 years of experience in public accounting with a practice emphasis in estate…