Who We Are
Why We Are Different
Working With Us
Biblical World View
What We Do
Comprehensive Wealth Management
Partners in Philanthropy
Who We Serve
High Net Worth Families
Entrepreneurs / Business Owners
Medical and Dental Professionals
Foundations / Charities
Schwab Alliance Custodian Website
Direct link to our custodian with the highest level of security. Here you can view accounts and balances, download statements and tax reports, verify wires, sign and approve electronic forms, move money between accounts, and update your address.
Tamarac Performance Portal
Here you can access the current investment performance of your managed assets, track your holdings, view your year-to-date gains, and retrieve your performance reports that are uploaded to your vault quarterly.
eMoney Planning Website
For our financial planning clients, you can view your current Financial Plan, including a balance sheet, cash flow, income tax and retirement projections. You can also link, and view accounts not held or managed with Weaver Capital to get a full picture of your financial situation.