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1st Quarter 2017 Newsletter

It is winter! The snow is pretty if you don't have too drive in it, if it isn't melting or it doesn't need to be shoveled.

  • Alex II discusses the market and surprises from 2016 and surprises to come.
  • Alex III discusses 2016 Tax Reporting Update.
  • Sandi discusses life with Donald Trump.
  • Rey discusses how technology could affect retirement.

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Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

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Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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