Weaver, Ware & Martin Wealth Management and Advisory Services

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Weaver, Ware & Martin Wealth Management and Advisory Services Securities & investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Investing involves risk including loss of principal.

WWM & GWM do not provide legal or tax services. Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
24/09/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your ...
24/09/2026

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your wishes. While many people set these up once, it’s worth revisiting them from time to time. Swipe through to learn more.

If you’d like to review your current policies or talk through your beneficiary designations, feel free to reach out anytime. We are always happy to help.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
23/09/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

Retirement benefits continue to play a meaningful role in many employees’ workplace expectations, and 401(k) trends may ...
17/09/2026

Retirement benefits continue to play a meaningful role in many employees’ workplace expectations, and 401(k) trends may offer helpful insight for employers evaluating their current benefits strategy. Swipe through for notable trends shaping the retirement plan landscape.

If you are an employer looking to review your retirement benefits strategy or plan design, reach out to us today. We are here to help you understand your available options or discuss your current plan.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
15/09/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

National 401(k) Day is a great time to highlight that 401(k)s remain one of the most common retirement savings tools in ...
11/09/2026

National 401(k) Day is a great time to highlight that 401(k)s remain one of the most common retirement savings tools in the country, helping millions of Americans build toward financial independence over time. Swipe to learn more about why they remain such an important part of retirement planning.

If you’d like to review your current retirement strategy or discuss whether your investments are still aligned with your goals, feel free to reach out anytime. We are here to help.

Have you heard of term life insurance and are wondering if it might be right for you? Term life coverage is designed to ...
10/09/2026

Have you heard of term life insurance and are wondering if it might be right for you? Term life coverage is designed to provide a financial benefit to your chosen beneficiaries if you pass away during a selected coverage period, often 10, 20, or 30 years.

Here are a few reasons many people choose this type of coverage:

🔹It can be a good fit during life’s busiest financial years, when others may be relying on your income the most.

🔹Coverage may be more affordable when purchased earlier, as premiums are often based on factors such as age and health.

🔹You can choose coverage that aligns with your goals, like paying off a mortgage, supporting children through college, or preparing for retirement.

🔹It can provide protection at a lower cost, allowing individuals to obtain higher coverage amounts for a lower premium.

🔹 Some policies offer flexibility for the future, with options to convert to permanent life insurance later on.

If you’d like to explore coverage options or see what a policy may look like for your situation, feel free to reach out. We’d be happy to answer questions or put together a quote for you.

As businesses continue evaluating ways to enhance employee benefits and long-term financial wellness, reviewing and impr...
10/09/2026

As businesses continue evaluating ways to enhance employee benefits and long-term financial wellness, reviewing and improving 401(k) plan features can make a meaningful difference. Swipe through for some strategies you may want to explore for your business.

If you would like to further discuss how these strategies may support your business’s employee benefits goals, contact us. We are happy to review your current plan and discuss your options.

A strong 401(k) plan can help employees prepare for retirement while supporting recruiting, retention, and overall workp...
08/09/2026

A strong 401(k) plan can help employees prepare for retirement while supporting recruiting, retention, and overall workplace satisfaction. Swipe through for some strategies businesses may want to consider when evaluating their retirement benefits offerings.

If you are interested in knowing more about how any of these strategies may work with your unique business needs, contact us today. We are happy to discuss your options with you.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
07/09/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

Address

16775 Addison Road/Suite 410

Telephone

+14692087400

Website

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