David C. Sego, CFP®, PFS
Managing Director
On behalf of our entire firm, we welcome you as a potential client. Weaver and Tidwell Financial Advisors, Ltd., is comprised of a highly talented professional staff to serve your financial and "peace of mind" needs. We are an affiliate company of the fifty year old firm of Weaver and Tidwell, L.L.P. CPA's.
Regardless of asset size, we strive to provide each client the personalized service that has become our guiding philosophy. This means that, even though specialists and various levels of associates may work on your engagement, the primary responsibility for client service rests with one person, your Financial Advisor.
Up-to-date technology is utilized to ensure our services are delivered as efficiently and economically as possible. Voice mail, E-mail, and personal meetings keep us in continuous contact with our clients.
Our reputation of providing our clients with a "BETTER EXPERIENCE" is very zealously guarded and maintained since our clients and their financial well-being are our most valued assets.
With that in mind, we would warmly welcome you to our family.
Alan Goldfarb, CFP®, AIF®
Director of Financial Strategies
I am proud of our organization and pleased about our ability to respond to clients' needs. This ability, combined with our financial planning, investment advice, and our asset allocation models, creates value for our clients well beyond mere "annual returns" in their portfolios.
Additionally, we have enhanced our ability to provide timely research to our clients from sources such as Donaldson, Lufkin & Jenrette, First Boston, Salomon Brothers, and Raymond James. The added "back office" support of Raymond James Financial Services gives our firm a depth unparalleled in this area.
Our ongoing interactions with mutual fund managers and leading investment houses provide us with significant insight for individual security selection, and allow us to be invested in the highest quality funds available.
We strive to organize our firm's efforts on financial planning, attaining client goals, and addressing tax and estate transfer concerns. Our goal is to provide high quality and timely investment advice for our clients. We continually invest in new technology, systems, and staff. This allows us to provide the highest quality personalized service to our clients, as well as to their respective tax and legal professionals.
On behalf of the staff and myself, I would like to take this opportunity to thank all of you for your trust and loyalty and for allowing us to be of service to you.