• Financial Design
  Whether you’re in mid-career and want to accumulate assets or a retiree who wants to make it last a lifetime; we design investment programs which seek to help you achieve your goals and aspirations.

• Investment Analysis
  We give future clients a snapshot of their current financial situations and assess the health of their portfolios.

• Estate Planning
  We create plans with a goal to help to protect your money and keep it in your family.

• Tax Reduction
  We review your tax situation, looking for ways to minimize your taxes, now and in the future.

• Educational Workshops
  You’re always welcome to attend one of the many financial workshops that we offer each year.

We only consider investments we believe are fundamentally sound. Thereafter, we continue to evaluate every holding and rebalance each portfolio as needed.

• Accessibility
  Whenever you call Weir Capital Management, a staff member will always answer the phone. We don't use recorded greetings during office hours. Accessibility is an important part of our commitment to serve our clients.

• Annual Review
  We offer you a complimentary annual review of your portfolio to evaluate investment performance and update your financial plans.

• Client Appreciation Events
  Each year, we give our clients a special evening of dining and entertainment at our Client Appreciation Party.