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Call: (704) 940-0103
kim@weaverwealthnc.com

 * About Us
   * Meet Our Team
   * Client Advisory Board
   * Why Work with a CFP®?
   * About LPL Financial
 * Our Services
   * Asset Management
   * Financial Planning
 * Resources
 * Client Login
   * LPL Account View
   * Empower Retirement Login
   * Lord Abbett Retirement Access
   * 529 Plan Login
 * Contact Us



WE PROVIDE INVESTMENT MANAGEMENT SERVICES TO HIGH NET WORTH INDIVIDUALS WHO ARE
LOOKING FOR A LONG-TERM RELATIONSHIP WITH A FINANCIAL ADVISOR BASED ON THE
FOUNDATIONAL BLOCKS OF TRUST AND ACCOUNTABILITY.




MISSION & VISION

Our mission is to provide personalized wealth management services, customized
for each client’s unique family situation and savings goals.  Our vision is to
offer our clients financial independence, knowing that our watchful eye and
investment experience is looking out for their best investment interests.




OUR VALUES

We are a family-owned firm that believes in building relationships based on
trust, honesty & accountability. We pride ourselves on treating clients like
family.  We value listening to our clients and working collaboratively to help
our clients achieve the financial goals that are most important to them.






WE BELIEVE IN BUILDING RELATIONSHIPS BASED ON TRUST & ACCOUNTABILITY.

Check the background of brokers at this firm on FINRA’s BrokerCheck.

Meet Our Team


MARKET COMMENTARY

We provide our clients with ongoing market research and commentary, including
perspectives on the bond market and a quarterly guide to the markets.



 * J.P. MORGAN’S GUIDE TO RETIREMENT
   
   
   
   2022 Guide to Retirement from J.P. Morgan.Read more
   
   

 * J.P. MORGAN’S GUIDE TO THE MARKETS – Q1 2022
   
   
   
   The Q1 2022 Guide to the Markets from J.P. Morgan.Read more
   
   

 * OUTLOOK 2022 – PASSING THE BATON
   
   
   
   2022 Outlook from the LPL Financial research team.Read more
   
   

 * J.P. MORGAN’S GUIDE TO THE MARKETS – Q4 2021
   
   
   
   The Q4 2021 Guide to the Markets from J.P. Morgan.Read more
   
   

 * MIDYEAR OUTLOOK 2021 – PICKING UP SPEED
   
   
   
   Midyear update from the LPL Financial research team.Read more
   
   

 * J.P. MORGAN’S GUIDE TO THE MARKETS – Q3 2021
   
   
   
   The Q3 2021 Guide to the Markets from J.P. Morgan.Read more
   
   







RECENT NEWS

We publish feature stories and press releases on topics related to the Weaver
Wealth Management team as well as timely letters and guidance for our clients.



 * J.P. MORGAN’S GUIDE TO RETIREMENT
   
   
   
   2022 Guide to Retirement from J.P. Morgan.Read more
   
   

 * J.P. MORGAN’S GUIDE TO THE MARKETS – Q1 2022
   
   
   
   The Q1 2022 Guide to the Markets from J.P. Morgan.Read more
   
   

 * J.P. MORGAN’S GUIDE TO THE MARKETS – Q4 2021
   
   
   
   The Q4 2021 Guide to the Markets from J.P. Morgan.Read more
   
   

 * J.P. MORGAN’S GUIDE TO THE MARKETS – Q3 2021
   
   
   
   The Q3 2021 Guide to the Markets from J.P. Morgan.Read more
   
   

 * J.P. MORGAN’S GUIDE TO THE MARKETS – Q2 2021
   
   
   
   The Q2 2021 Guide to the Markets from J.P. Morgan.Read more
   
   

 * J.P. MORGAN’S GUIDE TO THE MARKETS – Q1 2021
   
   
   
   The Q1 2021 Guide to the Markets from J.P. Morgan.Read more
   
   


 * Another tough week for tech but a 3.8% Friday bounce limited the weekly pain
   to 2.8% for the Naz. S&P ended the wee…  https://t.co/2yaCQSxVfH 
   @weaverwealthnc
   5 days ago
 *  @TheWinklerGroup  must be comforting for shareholders 🧐
   @weaverwealthnc
   1 week ago
 *  @RampCapitalLLC   https://t.co/V3nHI7nq6w 
   @weaverwealthnc
   1 week ago
 *  @MarketRebels  likely their only winner in 2022 🤑
   @weaverwealthnc
   2 weeks ago
 *  @RyanDetrick  best indicators ever!
   @weaverwealthnc
   2 weeks ago








CONTACT US



Email
kim@weaverwealthnc.com

Phone
Office: (704) 940-0103
Toll-Free: (855) 822-4702

Address
120 Main Channel Drive
Mooresville, NC 28117


WHAT WE DO





IMPORTANT DISCLOSURES



Check the background of brokers at this firm on FINRA’s BrokerCheck. The LPL
Financial registered representatives associated with this site may only discuss
and/or transact business with residents of the following states: AZ, CA, CO, FL,
GA, IL, KY, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI, WV.
Securities and advisory services offered through LPL Financial, a Registered
Investment Adviser and member: FINRA / SIPC.

© 2015 Weaver Wealth Management, Davidson, NC.
Web Design by Rabell Creative.
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