Weatherly & Associates
Our goal is to be the last financial advisory team you will ever want or need.
Weatherly & Associates is a nationally recognized wealth management team serving successful individuals and families across the U.S. Many of our clients are business owners preparing for retirement or evaluating the sale of all or part of their company. Others are accomplished professionals or individuals pursuing diverse paths to long-term financial success.
From the beginning, our practice has grown one client at a time by asking a simple question: "How can we be helpful?" That mindset continues today as we advise multiple generations across all phases of life-- business owners, retired couples, widows, and clients' adult children and grandchildren.
Let's start a conversation today about your goals, ambitions, and what matters most to you.
At Weatherly & Associates, we believe:
Risk Should Be Intentional. Business owners already take risk every day. The last thing you need is unnecessary investment risk. We design strategies that align with your tolerance and objectives.
Diversification Works. A well-diversified portfolio can help dampen volatility and moderate risk. Using insights from decades of experience, we build portfolios that may include equities, taxable and tax-advantaged fixed income, and, where appropriate for qualified investors, hedge funds and private equity.
Quality Endures. Owning shares of well-managed companies with strong fundamentals and a history of growing dividends remains a prudent long-term approach. To identify these opportunities, we leverage rigorous internal and external research and the firm's due diligence process. Investment decisions are made with precision and care.
Alignment Matters. We succeed when our clients succeed. The trust and referrals we've earned over the years reflect our commitment to helping families achieve positive financial outcomes.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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.
