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About Weir Financial Resources

WFR is a financial planning firm offering information, ideas and solutions for Executive Benefits, Business Continuation and Private Wealth Planning. Founded in 1965, WFR serves primarily financial institutions, as well as public and private companies from various industries. Our personal planning work focuses on wealth enhancement and protection for executives, professionals and high net worth individuals. To best meet our client’s objectives, WFR employs a comprehensive, interdisciplinary process of education, analysis and funding entitled Level VII™ Planning. This approach provides our clients with the broad perspective and the tools by which they can discover the issues, measure and verify options and ultimately implement the most appropriate strategies for their business and personal financial future. Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC. Weir Financial Resources and Cadaret, Grant are separate entities. *NYS bar certified, not practicing. Jonathan Weir does not provide recommendations to individuals offering services or products via Linkedin.

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