Our goal is to be the last financial advisory team you will ever want or need.
Many of our clients are established business owners. Some are considering retirement and even the possibility of selling all or part of their companies. Others have long been successful in their professions or other pursuits.
At Weatherly & Associates, we’ve fulfilled our clients’ financial needs for decades by summoning and structuring – to each client’s individual needs – our firm’s vast resources with unbiased judgment and personal warmth. We’re here to preserve and grow our clients’ wealth for the long-term and in the process relieve them of unnecessary stress or worry. We have achieved this by being thoughtful, analytical and decisive in our advice and guidance, yet sensitive to each client’s needs and concerns.
Steve Weatherly, our founder and lead financial advisor, built our practice one client at a time – by meeting his duty to put clients’ needs first and foremost. We now work for multiple generations of families, retired couples, widows and our clients’ growing and adult children. Our strategies are crafted to optimize intergenerational wealth early and throughout each client relationship, not when events in life demand hasty decisions.
The most critical thing we can do for a new client is to earn their trust. We do this by asking thoughtful questions and listening carefully to their goals for today and ambitions for tomorrow. We appreciate the opportunity to help you in similar fashion.
As proponents of client education, we dispel myths almost daily.
A common one is that "planning is a one-time event". Not true. Superior wealth management demands a planning-based approach that is ongoing. This helps us address changes in your income, liquidity needs, risk tolerance, time horizon, life's personal challenges, and the financial decisions you face each year.
Our initial discovery process gives us insight about the values that inspire you, your most cherished goals and your greatest fears. After we know where you stand financially and what you envision for yourself and loved ones, we can craft strategies that are specific to you and your family. These may involve wealth accumulation, income generation, or asset distribution to help you sustain a lifestyle or leave a legacy.
In meeting our role of serving your best interests, it's incumbent on us to develop an intimate understanding of how you view your wealth and the world. We will encourage you to ask questions: "When can I retire and how well? Will I outlive my savings? Do I have enough to cover my needs, pursue my dreams and handle the unexpected? How can I provide for my children without compromising my retirement lifestyle?"
Using our firm's sophisticated retirement outcome probabilistic tools, we can analyze the likelihood of you achieving your goals and desired lifestyle. We can also pinpoint what you'll need to save now and later to provide cash flow or income (adjusted for inflation) for your lifetime.
Similarly to a worthwhile long-term investment, we measure our success by bringing you the consistent value that can endure for generations.
CPFA®, CPWA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
