This month Jason discusses AI infrastructure, robotics and defense technology.
Weaver Consulting Group
Financial Services
Huntington Beach, California 248 followers
We individualize every relationship to create a community of confident, informed, and inspired retirees.
About us
Weaver Consulting Group, is an RIA” (Registered Investment Advisory) firm registered with the SEC. We are a family-run business led by CRPC-Certified Advisors. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle. We work to bring humanity back to retirement planning. You’ll find that an appointment at our office feels more like a visit, as we genuinely care about our clients, and are proud to call them our friends. At Weaver Consulting Group, we know you work hard and deserve the life you want. Whether that’s relaxing, reconnecting, traveling, or transforming your life – you’ve earned it. All you need is a financial partner who truly listens and has the expertise to prepare you for what’s next. Please see our website for disclosures: https://weaverconsultinggroup.com/disclosure/
- Website
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http://weaverconsultinggroup.com/
External link for Weaver Consulting Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Huntington Beach, California
- Type
- Partnership
- Founded
- 2017
Locations
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Primary
Get directions
101 Main Street Ste. 220
Huntington Beach, California 92648, US
Employees at Weaver Consulting Group
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Jason Weaver, CRPC, AAMS, CMFC
Managing Partner - Financial Advisor
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Travis Weaver, CRPC, AAMS, AWMA
Partner - Financial Advisor
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Jessica Van West, CRPC
Chief Operations Officer at Weaver Consulting Group
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Nathan Enright
Bachelor of Science in Statistics from the University of California Riverside
Updates
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Last month, Jason discussed the U.S. dollar, U.S. debt and unfunded liabilities, and tariffs.
November 2024 - 3 in 3
https://www.youtube.com/
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This month, Jason discusses small caps, emerging markets, and commercial real estate.
September 2024 - 3 in 3
https://www.youtube.com/
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Join us today Wednesday, September 18 from 1:00 - 1:30 PM for our Monthly Market Update conference call. Our guest speaker will be Mehernosh Engineer from Fidelity Investments. Mehernosh Engineer is a vice president of Capital Markets Strategy for FundsNetwork and FI Product at Fidelity Institutional® (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Prior to joining Fidelity in 2014, Mr. Engineer worked as a senior macro credit and portfolio strategist at BNP Paribas. Previously, he held a research and portfolio advisory role at Morgan Stanley, working with institutional clients across Europe. Weaver Consulting Group is not affiliated with Fidelity Investments and/or their associates.
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Weaver Consulting Group reposted this
This month, we cover federal rate cuts, muni bond tax equivalent yield and barbell bonds.
August 2024 - 3 in 3
https://www.youtube.com/
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This month, we cover federal rate cuts, muni bond tax equivalent yield and barbell bonds.
August 2024 - 3 in 3
https://www.youtube.com/
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Join us today from 1:00 - 1:30 PM for our Monthly Market Update conference call. Daryl Clements from Alliance Bernstein will be giving a brief market update. There will be time at the end of the call for questions. If you are unable to dial in live, visit our website for the recording: https://lnkd.in/e9qtpQ2
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Inherited Required Minimum Distributions (RMDs) are a crucial aspect of financial planning, especially for those who have inherited retirement accounts. The rules surrounding inherited RMDs have evolved over the years, and understanding these changes is essential for effective financial planning. In 2024, there are specific considerations and steps you should take to ensure compliance and optimize your financial strategy.
Understanding Inherited RMDs for 2024 | Weaver Consulting Group
https://weaverconsultinggroup.com
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Join us today from 1:00 - 1:30 PM for our Monthly Market Update conference call. Bryce Gill from First Trust will be giving a brief market update. There will be time at the end of the call for questions. If you are unable to dial in live, visit our website for the recording: https://lnkd.in/e9qtpQ2
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