Sandi Weaver (CFA, CFP®, CPA)

Planning Specialties

Weaver Financial serves high net worth clients with larger portfolios. Our clients get on-going investment management usually composed of a core group of investments, mostly ETFs and mutual funds, mostly institutional classes. Sometimes older investments are retained and monitored. We report on expenses paid, performance, current holdings, current tax status at our meetings.

We review our clients’ tax returns annually, recommend strategies that could benefit them, and work with their CPAs to possibly take advantage of additional deductions or deferrals. As a CPA, I hate to miss a smart strategy we could use.

Clients always want to know how much they can spend in retirement, on special purchases and more. Our meetings with retirement projections are detailed and explore many options in our clients’ lives. Retirement scenarios are used continually, not just once. We analyze how to maximize social security.

We work on our clients’ estate planning, college planning, employee benefits, cashflow, insurance, interfacing with their advisers as directed.

Sustainable investing is incorporated in the portfolios of a third of our clients. We’ve long specialized in these, and use research to quantify the impact on performance, if any, so clients can better make their decisions on how much to invest with this approach.

We tend to work more with engineers, accountants, “detailed” types, and women decision-makers. Most of our clients are in their 50’s or older, planning for retirement or already retired, both couples and singles. We purposely work for a smaller set of clients than the typical firm. We schedule two in depth meetings each year, more if needed. We work for clients throughout the year, responding to questions and investment market changes.

Details on services and pricing are available on WeaverFinancialPlanning.com. /APS