Weir Financial Resources (WFR) is a financial service organization offering unique strategies 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. In short, we help our clients:

• protect and enhance corporate reserves,
• protect corporate and individual income and assets,
• benefit executives and other successful individuals through company incentive and supplemental retirement & welfare plans.

WFR is committed to providing valuable information, ideas and solutions so that clients may make the most informed decisions when undertaking Executive Benefits, Business Continuation, and Private Wealth Planning.

Information & knowledge, tempered by experience, creates wisdom to share with clients.

We place the interest of clients before our own or that of any financial institution.

We deliver what is promised.

Client service is a continuous process of adding value to the client relationship.

• Clients are best served by assembling a team of subject matter specialists who communicate with each other and bring the best information, ideas and solutions to meet the client’s stated objectives.
• Clients must be provided tools and empirical analysis to best educate and empower them regarding their financial concerns.
• Clients have a responsibility to their employees and family, proactively make decisions to foster their financial future and not leave things to chance.
• WFR will educate and advocate on behalf of clients who share these values, so that the results best meet a client’s stated objectives.

William Weir, CLU founded WFR in 1965, working primarily with medical practices and other professional service organizations. 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 (SERP), 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 relationships made through Cadaret Grant - Atria, Lion Street and beyond, WFR is looking forward to provide clients and prospective clients even greater information, ideas and solutions.

WFR proudly contributes time and resources to not only to our own preferred organizations, but those of our clients as well. Volunteering, board and committee participation, as well as financial commitments are a long-standing part of our work in the local, regional and international community. We were taught from an early age to be "Men & Women for Others".   Below are some of the organizations supported over the years: