Weir Financial Resources

Weir Financial Resources

Information   Ideas   Solutions





About Our Firm

Weir Financial Resources (WFR) is a financial service organization offering unique strategies for Executive Benefits, Business Continuation and Private Wealth Planning.

Specifically, we help public and private companies, as well as business owners, executives, and individuals understand and implement complex compensation, business continuation, retirement, estate and investment solutions.

Founded in 1965, we pride ourselves on our high quality professionals and staff, who possess a complement of talents in law, accounting, finance, insurance and investments. It is these interdisciplinary skills combined with our unique understanding and application of economics, i.e., the impact of cash flow and opportunity costs on financial decisions, which distinguishes WFR in the financial services marketplace.


Mission

The mission of WFR is to provide valuable information, ideas and solutions so that people may make the most informed decisions when undergoing Executive Benefits, Business Continuation, and Private Wealth Planning.

Core Values & Beliefs

Wisdom: Information & knowledge, tempered by experience, creates wisdom to share with clients.
Trust: We place the interest of clients before our own or that of any financial institution.
Integrity: We deliver what is promised.
Accountability: Client service is a continuous process of adding value to the client relationship.
We believe:

History

William Weir, CLU founded WFR in 1965, working primarily with medical practices and other service professionals. Bill's focus on executive benefits planning began in the mid-1980s, when a friend and CEO at one of Buffalo's prominent public companies asked for help installing a deferred compensation plan.

His natural curiosity and acumen led Bill and his staff to develop a unique and accomplished practice specializing in executive benefits, including deferred compensation, supplemental executive retirement plans (SERPs), split dollar, executive bonus, as well as supplemental executive individual disability insurance programs.

Joining the firm in 1994, Bill's son Jonathan Weir, JD*, built on this foundation. He expanded the service and product offerings through national planning and product partners, as well as fee for service offerings. Jon also spearheaded WFR's move into benefit planning and surplus enhancement for financial institutions.

With the additional leadership now of former bank Treasurer and CFO, Gary Kajtoch, MBA and a burgeoning partnership with national Lion Street partners like, iZale Financial, EBS and The Westport Group, WFR is looking forward to provide clients and prospective clients even greater information, ideas and solutions.

* Licensed, not practicing.



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