Our private clients benefit from our ability to capitalize on our institutional scale to develop solutions tailored to your unique financial life.
ADVICE WITHIN YOUR REACH
At Weyhill, we believe that everyone deserves and can benefit from professional, conflict-free advice. Unfortunately, most wealth management firms cater to the top 1% of Americans in terms of their assets or income. That’s not the case at Weyhill. We’ve created a firm to serve all types of investors, regardless of net worth.
SOLUTIONS FOR EVERY STAGE IN LIFE
Realizing that not every client’s investment needs and goals are the same, our private client solutions are designed to be personal and scalable. Our services for individuals and families fall into three broad categories: Investing, Planning, and Consulting.
1. Investment Management Solutions:
Weyhill Integrated Wealth Management Services Program
- $500,000+ of investable assets
- IPS Development
- Includes both financial planning and investment management
Weyhill Real-Life Portfolios Program
- $100,000 to $500,000 of investable assets
- IPS Development
- Investment focused
Weyhill Accumulator Program
- Up to $100,000 of investable assets
- IPS Development
- Investment focused
2. Financial Planning Solutions
Weyhill Comprehensive Planner
Weyhill’s financial planning service is designed for clients who do not necessarily require ongoing
investment management, but instead seek financial organization and a clear vision for the future. Our financial planning service is designed to help you develop your ideal vision, analyze and understand your current situation, identify the inconsistencies of your existing approach, and formulate customized planning strategies.
3. Consulting Solutions:
Weyhill Project-Based Consulting
We understand that everyone’s needs are different and some people do not have complex situations or only need help in one or more specific areas of their life. To accommodate those individuals, we are able to provide our project-based consulting program on a more modular level, encompassing one of more areas of a person’s life