Registered Investment Advisor
Your Life, Your Legacy.A family-run wealth management firm built on relationships, trust, and a deep commitment to helping you build something that lasts.
While you imagine the possibilities, we take care of the realities.
We individualize every relationship to create a community of confident, informed, and inspired retirees.
Years of Advisor Experience (1)
Billion AUM (2)
CRPC® Certified Advisors (3)
Why Our Clients Choose Us
Relationship-First Approach
A family-run firm built on honest communication and lasting relationships.
Proven Advisory Experience
More than $1 billion in assets under management with nearly three decades of combined advisory experience.
Trusted Market Guidance
Assets safely custodied with Fidelity, plus practical guidance designed to help clients navigate changing markets.
Our 3-Step Process
You do not need to have everything figured out before you talk to an advisor. Our process starts with a simple conversation, then moves toward a clear, organized plan designed to help you protect your wealth, prepare for retirement, and make confident decisions for the future.
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1
Start the Conversation
We’d love to meet you. Reach out to Weaver Consulting Group and let’s talk about where you are, where you want to go, and how we can help you build the legacy you’ve always had in mind.
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2
Clarify Your Financial Picture
Review your goals and current financial picture. We organize the decisions that affect your income, investments, taxes, risk, and legacy.
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3
Start Planning with Confidence
Receive a clear plan and begin working together. We help you move forward with confidence, then review periodically and refine your strategy as life and markets change.
Financial Guidance Built Around Your Life
Services
Weaver Consulting Group helps families, business owners, and individuals approaching retirement organize their financial lives with clear, practical guidance. Our services bring retirement planning, investment management, wealth strategy, and legacy planning together into one coordinated plan.
Whether you are preparing for retirement, managing changing markets, or thinking about the future of your family’s wealth, we help you make informed decisions with confidence. Our goal is to give you a plan you can understand, trust, and update as life changes.
Latest News
What a Real Financial Plan Should Include
Most people think a financial plan is just a budget. It's not. Here's what you actually need to build lasting financial security, and why most plans fail without it. A financial...
May 2026 – Newsletter
One of the most persistent myths I encounter is that “renting is throwing money away.” In 2026, the mathematical landscape of housing has shifted significantly, making this...
USA TODAY’s Best Financial Advisory Firms of 2026
We're honored to share that Weaver Consulting Group has been named one of USA TODAY's Best Financial Advisory Firms of 2026, ranking in the top 15 in California among firms of...
See How We Can Help You Plan Ahead
Start Planning With Confidence
Schedule your consultation with Weaver Consulting Group and start building a clear financial plan that helps you feel secure today and confident about your legacy tomorrow.