04/20/2009 - Weaver and Tidwell Financial Advisors Renamed "Weaver Tidwell Wealth Management"
Weaver and Tidwell Financial Advisors Ltd., an affiliate firm of accounting firm Weaver and Tidwell L.L.P., has adopted a new name that depicts its primary focus of clients and services.
The firm, now called Weaver Tidwell Wealth Management, provides premier, comprehensive wealth management and financial planning services for high-net-worth individuals and executives to meet all financial planning needs.
“Because our services and consulting experience focus on high-wealth individuals, it made sense to change our name to reflect our client and the depth of services we provide,” said Dave Sego, CFP, PFS, managing director of Weaver Tidwell Wealth Management. “Our people and our experience remain the same.”
The firm’s ability to blend experience, objectivity, ethics, perspective, resources, customized plans and ongoing communication sets them apart. Their capacity to develop tailored, long-range plans, the ongoing monitoring and updating of those plans and the use of up-to-date technology to ensure their services are delivered as efficiently and economically as possible demonstrates that the firm provides long-term financial security for their clients.
“We believe the name change better represents the full complement of services our clients need and deserve.” says Alan Goldfarb, CFP, AIF, chief wealth strategist. “As Weaver Tidwell Wealth Management, our services go well beyond just investments and asset allocation and include such needed services as tax planning, risk management, business succession and legacy planning. As wealth managers, we are set to assist our clients in the oversight and accountability for all work performed on behalf of their financial life. We understand wealth management is not just about money – wealth managers are confidants and counselors.
“The firm looks not only at our clients’ present financial issues, but also are aware of their goals and are able to work with them to develop a life plan that is consistent with their values. In short, by providing various individual services, we can combine them all into a one-stop solution using an integrated family/office approach.”
Weaver Tidwell Wealth Management continues to operate under the existing Web site at www.wtadvisors.com
With Weaver and Tidwell Financial Advisors recently expanding into the San Antonio market in January 2009, Weaver and Tidwell Wealth Management is now located in every market where the parent firm offices, providing premier wealth management and financial planning services for high-net-worth individuals and executives.
The firm was recently judged a winner in the Fifth Annual CPA Wealth Provider Financial Planning Awards for the second year in a row. It was also listed by Wealth Provider as the No. 23 in the United States on the “Top AUM CPA/Financial Planning Firms: Wealth Magnets.” The list included ranking of wealth management firms associated with CPA firms, determined by assets under management (AUM).
The firm was also named a Wealth Management Superstar by Wealth Manager magazine. It is the only major wealth management firm in Dallas that is associated with a Top 100 regional CPA firm.
Weaver Tidwell Wealth Management, a fee-based Registered Investment Adviser (RIA), was created to serve the financial planning and investment advisory needs of its clients. The firm has operated as an affiliate of Weaver and Tidwell, since 2000.
Parent firm Weaver and Tidwell, LLP, has provided professional accounting and consulting services since 1950. With offices in Dallas, Fort Worth, Houston and San Antonio, Weaver and Tidwell is ranked by Practical Accountant magazine as the Southwest’s largest regional independent accounting firm.
For more information, please visit www.wtadvisors.com or www.weaverandtidwell.com.
