Blog

Marty Rascon, CFA, Wealth Management Associate Advisor | Stone Churby, CFP®, M.S. Wealth Management Associate Advisor | Thursday, June 11, 2026

For many business owners, a company is more than a source of income—it often represents much of their wealth and financial future.  Yet after years of effort and sacrifice, many owners are still unprepared for the day they step away. Whether the goal is retirement, a new venture, or realizing the value of years of hard work, exiting […]

Brent Armstrong, CFP® Wealth Management Advisor, Partner | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Wednesday, March 13, 2024

Many of Weatherly’s clients have generated their wealth through starting and growing businesses.  Whether serial entrepreneurs or strategic purchasers of existing companies, there are few things more rewarding than seeing a company flourish under your stewardship.  Planning for one’s own financial success often brings its own level of challenges; however, business owners must balance both […]

Carolyn Taylor, President & Founding Partner | Yoshi Brownlee, Team Administrator & Marketing Specialist | Thursday, November 18, 2021

As of the start of the 4th Quarter 2021, Weatherly officially entered its 27th year of serving clients. The team at Weatherly feels beyond fortunate to be able to work with clients in the way that we do. This exciting milestone, paired with the unprecedented global climate of the past 20 months, has us reflecting […]

Erik Nelson, Wealth Management Associate | Carolyn Taylor, Founding Partner, President | Thursday, June 15, 2017

Business owners live two often intertwined lives, their own and their business’s. We view the process of creating, growing, establishing and ultimately exiting a business similar to the different stages of a human’s life….