FEE-ONLY COMPREHENSIVE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
Petrovic Weaver Financial Services:
- We provide fee-only financial planning and investment management. Fee-only means we
do not accept commissions and we hold ourselves to a fiduciary standard.
- Our approach involves comprehensive wealth management, not just investment management.
- Planning for your retirement
- Tax strategies you can use
- Estate planning
- Maximizing your corporate benefits
- College planning
- Our fees are competitive
- We have a fiduciary duty to our clients. We are required to make recommendations which are in our client’s best interest. The fiduciary represents the highest standard of care for our profession.
Sign up for our newsletter, event invitations and financial planning information.
Blog News Feed