We help individuals, families, and retirement plan sponsors define their ideal futures, and then partner with them to make it a reality.
YOU’VE COME TO THE RIGHT PLACE
We are often asked about the type of people who make up our client list. The answer we always seem to give them is that they are people just like you. Our clients range from young professionals in the wealth accumulation phase to retirees focused on a life-sustaining distribution plan so they can enjoy their retirement years and leave a legacy for future generations. Our clients also include entrepreneurs and business owners of employer-sponsored retirement plans. At Weyhill, we believe that everyone deserves and can benefit from professional, conflict-free financial advice. All wealth, no matter how much, is relative wealth. It’s what you have, whether it’s $10,000 or $10 million. The key is putting that money to work intelligently in alignment with your personal and financial goals.
OUR IDEAL CLIENT
Typical Weyhill clients are neither speculative nor high-risk investors. Rather, they are concerned with preserving capital, growing assets, and avoiding the myriad of risks that abound in today’s investment environment. They come to us for unbiased advice. They seek a more disciplined approach to their financial situation. They value partnering with a fiduciary advisor whose top priority is looking out for their financial wellbeing and long-term success. But mostly, they come to us for peace of mind that comes from knowing they’ve planned prudently for their financial future.
Individuals & Families
From investment strategies designed around real-life objectives to well-researched situational advice, we help investors navigate their financial lives with confidence.
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Retirement Plan Sponsors
Bringing simplicity, transparency, and lower costs to your 401(k) plan
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RECOMMENDED BY TRUSTED ADVISORS
Our clients choose to partner with Weyhill for a variety of reasons – on the recommendation of a trusted friend or colleague; at the suggestion of another investment manager, attorney or accountant; or because of dissatisfaction with their current financial advisor. They might just be starting a career or at a critical transition point. Regardless of their situation, they all have one common thread – they recognize the need for help and the importance of planning for the future. If this sounds familiar, it’s no wonder Weyhill clients are just like you.