John “Will” Weaver

I’m Will Weaver, an Atlanta native, and it’s my privilege to serve my community in partnership with LPL Financial and our team in Cumming, Georgia.

As a Financial Consultant, I am committed to focusing on what is most important to our clients and their families.

Equipped with vast resources, our affiliation with LPL Financial enables our team to provide personalized guidance to families seeking wealth management, retirement planning, financial planning, and asset management solutions.

Financial Planning: The process by which we build lifelong strategies to assist clients in managing their finances to meet life goals.

Investment Solutions: The overall goal of our investment strategy is to find ways to manage returns and minimize risks. My team and I will work directly with you to identify your financial goals and assess your risk tolerance. Understandably, investors don’t want to miss any potential growth opportunities. However, you must be prudent in making sound decisions that fit your investment objectives. Our objective is to help you achieve your goals. We are always looking for the latest, innovative ways to design our portfolios and serve your best interests.

Retirement Planning: We strive to guide individuals in each stage of retirement planning and retirement. Our goal is to be your partner in helping you make the most of your employer-sponsored retirement plans and IRAs and work towards your retirement goals.

Tax Efficiency: We focus our strategies on your unique circumstances and work to develop a tax-efficient investment portfolio designed to serve you and your financial future.

In all the ways we serve you, our family firm strives to bring confidence to individuals and families regarding their financial futures.