Events Calendar

Events Calendar

Client Appreciation Event May 2022

  Last week, we celebrated our 5th year as Weaver Consulting Group. It is hard to believe how fast the time has gone. Since leaving Ameriprise, we have been selected to the Forbes Best‐In‐State Advisors list for four years in a row. We truly appreciate all of your support as we continue to evolve. Our...

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Fall Client Appreciation October 2019

fall client appreciation october 2019 Thank you to everyone who came out and enjoyed a wonderful evening with us. We are so grateful to have such a great community of clients and we always look forward to spending quality time with you all. Photo credit: Stena at www.wakesocialandcontent.com fall client appreciation october 2019 Weaver Consulting...

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May 2019 Client Appreciation Event

It is our mission to create a community of confident, informed, and inspired retirees, and as we looked around last night, we were really grateful to see the Weaver Community embodying just that. Thank you to all of you who came, and shared your Thursday evening with us.

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2019 Client Appreciation Brunch

Thank you to everyone who joined us for our Client Appreciation Brunch this year. We were glad the weather turned in our favor and are always grateful for the time we get to spend with you! Wishing you beautiful moments, treasured memories, and all the happiness this year.

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Fall Client Appreciation Event 2018

We are grateful to have had such perfect weather for our Fall Client Appreciation Event last Thursday. Thank you to all who came and enjoyed the evening with us. We always enjoy spending quality time with clients and friends.  We’d also like to give a special thank you to Mike for taking these beautiful photos for us during the event.

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1 Year Anniversary – Client Appreciation Event

We were grateful to spend a special evening enjoying wine and appetizers with our wonderful community of clients last week at the Pasea Hotel and Spa in Huntington Beach, CA. Our first year went by so fast and the transition would not have gone as smoothly if it weren’t for the trust and support from our clients. We are looking forward to our next Client Appreciation Event in October.

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Weaver Consulting Group is a local, family owned, Registered Investment Advisory practice in Huntington Beach, California. We have been providing our expertise and sharing our experiences for the last 22 years. It is our priority to act in the best interest of each person that we work with. Therefore, the experience you have with your firm is individually tailored. We strive to include all aspects of your personal and financial goals when consulting.

We like to take the time to get to know somebody, their story, their background. Also, we would like to know where they want to be in five or 10 years. Our job at Weaver Consulting Group is to work with clients and monitor their risk tolerance in portfolios. Every three to four months we have comprehensive reviews to ensure we are meeting clients’ needs. Each individual has specific goals we must take in to account when creating and managing their portfolio.We individualize every relationship to create a community of confident, informed and inspired retirees.

People can expect that we care. We want them to succeed. They know that we are on the same side of the table. We have a great team here and we definitely have taken the time to create a culture that we are proud of. Our belief is that clients feel like they are part of something bigger here, at Weaver Consulting Group.

We do not want clients to feel like they are in a typical financial office. We take time to talk about their personal lives and what they are doing. For us, when we hang up the phone or when we’re done with a meeting, that is not the end of the client experience. We communicate what happened at that meeting. Or, we discuss how can we better serve them. We want to make sure that we are all in tune with what is going on with each person. That way, each client is having the greatest experience with Weaver Consulting Group.