Weaver Consulting Group, is an RIA” (Registered Investment Advisory) firm registered with the SEC. We are a family-run, CRPC-Certified, and was ranked among the Top 400 Financial Advisors by Financial Times in 2016. We 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. You’ll f
ind 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. DISCLOSURES:
Weaver Consulting Group, LLC (“Weaver” or “the Firm”) is an SEC registered investment adviser located in the State of California. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Weaver’s registration status, please consult the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). No portion of any content on this website is to be interpreted as a testimonial or endorsement of Weaver’s investment advisory services and it is not known whether any clients referenced herein approve of Weaver or its services; nor should it be assumed that any references to Weaver’s clients are representative of all of Weaver’s clients’ experiences. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors. Weaver does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to on this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website mentions that Jason Weaver was named to the FT Top Financial Advisors list for 2016 (“FT 400”), published by the Financial Times (“FT”). To develop the list, FT contacted the largest US brokerages to ask for practice information and data for their top advisers across the US. FT requested information on advisers with more than 10 years’ experience and that had more than $300m in assets under management, which resulted in a list of approximately 800 advisors. FT then requested advisers from this group to complete a questionnaire providing information about their practices, to supplement the FT own research. In narrowing down the list to 400 advisors, FT graded advisors based on the following criteria: (1) assets under management (“AUM”); (2) AUM growth rate; years of experience, compliance record, industry certifications, inline accessibility. Assets under management accounted for an average of 66 per cent of each adviser’s score. Additionally, the FT places a cap on the number of advisers from any one state that roughly corresponds to the distribution of millionaires across the US. Jason Weaver’s inclusion on the FT 400 is not indicative of the Firm’s future performance. Jason Weaver’s receipt of the award may not be representative of any one client’s experience because its receipt of the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients. For additional information about Weaver and its advisory business, please consult the Firm’s Form ADV Disclosure Brochure, which is available upon request or which may be accessed on the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
