FRESH PERSPECTIVE

INDEPENDENT APPROACH COMPREHENSIVE PLANNING

ABOUT WELLER CAPITAL

As an Independent Wealth Management firm, we put our clients’ interests and needs first. We don’t earn commissions by selling proprietary products, nor do we have sales goals or conflicts of interest. We’re able to put our focus where it should be: on you and your investment goals. What we offer our clients are reasonably diversified, tax-efficient portfolios at a low cost overseen by our undivided attention.

Our specialty is working with pre-retirees who would like to plan for retirement as well as clients who are already retired, and would like to stay retired while maintaining their lifestyle and planning for the future. Additionally, we have extensive experience serving clients who have been through a life changing event such as loss of spouse or divorce. Together we navigate the planning process to ensure that good decisions are made during this time of stress, grieving and transition. We take much of the work off of the plate of our clients to find out what they need to re-register accounts from various brokerage companies, 401k plans, life insurance companies and banks.

We seek to help our clients achieve financial success through access to a Certified Financial Planner® professional on-demand, utilizing a combination of ETFs, index funds, and alternative investments within their portfolios. Weller Capital has partnered with a world-class custodian to safeguard our client’s assets and provide a digital and customer service experience that is second to none. We have carefully sought out investment managers that can deliver customized portfolios that cater to the best interests of our clients with zero conflicts of interest.

At Weller Capital, we believe that frequent contact with you is essential. Low communication is unacceptable. Is your financial planner regularly communicating with you? We will keep you in the loop from our very first meeting and every step along the way. You deserve this.

We believe in the power of technology and our clients have access to the most advanced financial planning tools available in the industry. Our clients can monitor their accounts via apps and outstanding website technology. We offer our clients several meeting options: in person (our office or their homes), virtually or by phone.

JOHN WELLER

Image of John Weller

"Over the last 23 years in the financial services industry, I’ve seen some of the best and worst markets that anyone alive has seen. I believe that it is important to keep money that you can’t afford to lose safe and take reasonable risk with money that you do not need for a long period of time."

- JOHN WELLER

JOHN WELLER, CFP®

John M. Weller is a CERTIFIED FINANCIAL PLANNER™ professional based in Southlake, Texas. John spent over 23 years with a world class financial services firm that most would consider to be a household name. John spent three years working with 401k participants of some of the largest plans in the country, providing them with education about their options when leaving a company.

Over the last 20 years, John built a practice by working with high net worth clients face to face, helping them with financial planning and providing guidance to help make sound financial decisions. John has been responsible for helping over 400 households with combined assets of well over $1 billion. During the last two decades, John has conducted thousands of meetings, retired hundreds of clients and has been there during many life transitions. As a trusted partner, he’s become the primary person his clients call for financial questions, concerns and advice.

John is a proud alumni of historic Woodrow Wilson High School in Dallas, Texas and a graduate of Abilene Christian University (1991). John has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006.

John has been married to his wife Leticia for 24 years, and has three children, Ava, Michael and Philip. John lives in Keller, Texas.

STRATEGIC PARTNERSHIPS

Weller Capital has partnered with an experienced, client-focused back office support team.

We operate from the core belief that our time is best spent working directly with you and your family to achieve your important financial planning goals. Our partnership gives us the ability to more efficiently handle much of our daily administrative workload. As your financial advisors, we believe that delegating some of these essential tasks allows us to focus on our true skill sets and purpose.

Our firm has a single point of contact for all administrative activities with the vendors or custodians that our firm and our clients choose to use. While we, as your advisors, continue to supervise and direct those tasks, we are not burdened with the actual execution of those activities. This allows us to focus on delivering the best possible overall service to you.

Woman by the beach - Weller Capital

STRATEGIC PARTNERSHIPS

Weller Capital has partnered with an experienced, client-focused back office support team.

We operate from the core belief that our time is best spent working directly with you and your family to achieve your important financial planning goals. Our partnership gives us the ability to more efficiently handle much of our daily administrative workload. As your financial advisors, we believe that delegating some of these essential tasks allows us to focus on our true skill sets and purpose.

Our firm has a single point of contact for all administrative activities with the vendors or custodians that our firm and our clients choose to use. While we, as your advisors, continue to supervise and direct those tasks, we are not burdened with the actual execution of those activities. This allows us to focus on delivering the best possible overall service to you.

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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