Daneen Weaver

Background

About Daneen Weaver

Daneen Weaver is the Chief Compliance Officer and Wealth Advisor at Marrella Private Wealth LLC. Our team focuses on providing wealth management solutions to successful individuals and their families in the Berks County, PA area. Together with my brothers and nephew, we launched our Registered Investment Advisory office in October 2023. Our team helps affluent clients address their five biggest concerns for preserving their wealth; mitigating taxes, taking care of their heirs, helping to ensure that client assets are properly protected and insurance coverage is adequate and charitable giving. We use a consultative process to gain a detailed understanding of our clients' deepest values and goals. Then we employ customized recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with our team to- Develop and implement a comprehensive wealth management plan to help them reach their financial goals- Make smarter decisions in today's uncertain political, economic and social environment- Obtain an independent second opinion from a financial advisor in their community