Jim Weaver

Background

About Jim Weaver

Providing a worldly perspective and disciplined approach in the post "Great Recession" marketplace, I help successful business owners, physicians, professionals, retirees, and multi-sport athletes gather, preserve, and grow their wealth to help them comfortably choose to work and/or chase their dreams, and maintain a high standard of retirement living and security with minimal worry.*Our four wealth management team members - The Burnham Group at Morgan Stanley - have specific areas of proficiency; I am a CERTIFIED FINANCIAL PLANNER™ and hold a Master of Science in Personal Financial Planning. Learned and focused skills are used to help grow wealth, matching sound investments with the best time to own ("Relative Strength"), using resources from Investors Business Daily and Dorsey Wright. Our Mission:"Financial Success Through Collaboration", helps clients create customized financial solutions. Our Purpose: Providing solutions that help clients towards wealth creation, preservation, and growth. A personal financial plan, progress reviews, and our pragmatic investment discipline helps clients to personal and family financial well-being; success has helped create lasting relationships with clients, family, and friends. 20+ years of experience; disciplined and pragmatic in uncertain times: Financial & Retirement Planning - a comprehensive blueprint; an in-depth review of the clients purpose for money and future goals; includes college and estate planning discussions. Investment & Wealth management - personalized portfolio oversight using a pragmatic discipline. Areas of Focus:*Pragmatic Discretionary Portfolio Management.*Equity growth opportunities - Income replacement.*A triathlete serving the uniqueness of the multi-sport community.*Practice development and marketing for our team.