GUIDING YOUR PRESENT

SECURING YOUR FUTURE

Retire couple sitting on a dock watching the sun set, Weller Capital

ABOUT

Weller Capital is an independent Wealth Management firm located in Southlake, TX that provides custom-tailored investment services to our clients based on their specific and unique goals. We specialize in helping clients who are approaching retirement or are already retired as well as those who have been through a life changing event such as loss of spouse or divorce.

We strive to create lifelong partnerships with our clients by offering the highest level of service, proactive advice, innovative solutions and tailored wealth management plans. As a Fiduciary, we deliver unbiased advice that our clients trust, peace of mind and the ability to focus on the things that matter most.

“At Weller Capital, we make the complex simple.”

John Weller, CFP®

PURSUE WHAT
MATTERS MOST

PURSUE WHAT
MATTERS MOST

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.

1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092

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