Sandi Weaver, CFA, CFP, CPA
Petrovic Weaver Financial Services:
We provide fee-only financial planning and investment management. Fee-only means we do not accept commissions and we hold ourselves to a fiduciary standard. Our approach involves comprehensive wealth management, not just investment management. This means: Planning for your retirement Tax strategies you can use; Estate Planning; Maximizing your corporate benefit; Insurance; College planning. Our fees are competitive. We have a fiduciary duty to our clients. We are required to make recommendations which are in our clients' best interest. PWFS uses a team approach to deliver in-depth, high quality, financial planning to clients. We have three Certified Financial Planners (tm) and a financial planning associate.