This Memorial Day, The Weatherly team honors those who lost their lives while defending our country. We wish all our clients and community a safe and happy holiday weekend with family and friends. As a reminder, our office will be closed with the markets on Monday, May 27th in observance of Memorial Day.

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Thankful for our Weatherly Clients

Kelli Ruby, CFP®, Wealth Management Advisor | Carolyn Taylor, Founding Partner, President | November 17, 2017


As Weatherly embarks on our 24th year of business, we wanted to thank our clients and colleagues who have contributed to our mutual success as a Firm and partner in the community. Since our founding, we have maintained a client base that is invigorating to work with and our team continues to create The Ripple Effect with every client we serve – our ultimate goal is to create and implement a strategy that is impactful for our clients, so they can impact their families, businesses and communities.

We welcome you to a planning model in which you can drop your stone of inquiry, and together we can explore The Ripple Effect. The real impact of our work comes from navigating the interconnected nature of life and livelihood.

Together with our clients and colleagues, we explore outliers of opportunity, solving problems and maximizing potential in unexpected ways. Conversations become a series of concentric circles – each influencing the next, impacting areas that had not appeared connected to wealth or planning.

Over the years, our client base has organically fit into three niche groups and we’ve tailored our education and services to provide dialog and expert advice that progress our clients forward. We learned through experience that the depth and relevance our of advice is directly connected to how much we learn about our clients.

The Small Business Owner

As a small business ourselves, we understand the intricacies involved in creating, maintaining and eventually implementing a successful plan and the agility associated with the planning process. We touched upon the life stages of a business in a previous blog post. We find clients in this niche have a focus on tax mitigation – you’ve created a stream of income that has grown significantly, so what type of retirement plan is right for you? Let us explore your estate plan and how it relates to your business. Do you have enough insurance coverage for you and your business? Is key man life insurance right for you? Many business owners want to transfer ownership to their successor or heirs or work part time in retirement. Have you had your business valued recently – if not, do you know how often you should?

The Working Wealthy

Many of our clients are in their peak earning years, and much like the small business owner, minimizing taxes are on their minds. We tailor our investment strategies for each client individually, creating custom portfolios that are tax and fee efficient and implementing strategies for concentrated stock positions. Individuals who have worked many years at large corporations often have stock option plans, deferred compensation plans and 401(k) allocations to consider. You’ve worked hard for your money, and we want to ensure your money is working hard for you. We work to answer the age old question “when can I retire” with confidence by creating a plan to manage longevity that is adaptable to life’s nuances. Estate planning is paramount for individuals and families in the high net worth area – we explore what estate planning tools are right for you given your assets and goals for you and your beneficiaries.

The Women in Wealth

As a Firm with a strong female presence, we have naturally fostered relationships with women in the community, including entrepreneurs, executives and women in transition through retirement, death or divorce. Estate planning is paramount for individuals and families in the high net worth area – we explore what estate planning tools are right for you given your assets and goals for your beneficiaries. We provide a “good health check-up” annually for our clients to ensure your estate plan is up to date and beneficiaries are in line to plan for life’s big events. We also encourage clients to incorporate charitable giving into their planning conversations.

The Middle Generation

We often work with clients who are in the “sandwich generation,” and are caring for aging parents and planning for the futures of their children. We enjoy working with clients at all stages and offer progress that is both robust and contiguous at all levels, incorporating the family conversation. Elder abuse is on the rise and we monitor unusual activity to help our clients spot unusual behavior that may demonstrate diminished mental capacity.

The millennial generation also has a separate set of considerations as they’re planning for their families. We encourage clients to discuss gifting strategies with us – what financial assistance can you provide to your children while allowing them to maintain independence. If you have grandchildren, does a 529 plan make sense?

How Weatherly Can Create Impact

We find ease and vitality in aligning with growth-minded people who are highly engaged in life. We foster a culture in which you actually understand your plan, and over time, you’ll find yourself navigating daily life with a peaceful sense of awareness. We want to take an inventory of the services that will derive value and Prioritize for Progress to allow you to apply your bandwidth to areas that can be most impactful given where you’re at in life.

As we share our story, we’re looking to widen our circle of people who enjoy pushing past the status quo and are forward-thinking. We welcome the opportunity to connect with you and others whose vision aligns with our capabilities to work synergistically together. Please feel free to contact us about any of the topics that pertain to you or someone you know so we can continue to put our Ripple Effect into motion.

** The information provided should not be interpreted as a recommendation, no aspects of your individual financial situation were considered. Always consult a financial professional before implementing any strategies derived from the information above.