1/3/2007 -Weaver and Tidwell Named a Winner of Financial Planning Award
“CPA Wealth Provider” magazine recognizes financial planning firm
for innovation, efficiency and initiative in financial planning.
DALLAS-FORT WORTH, TEXAS (January 3, 2007) – Weaver and Tidwell Financial Advisors, Ltd. has been judged a winner in the Fourth Annual CPA Wealth Provider Financial Planning Awards. The firm placed first in the competitive CPA/Financial Planning Firms category with its Executive Perks Program, an integrated financial advisory service put in place at client companies in order to free executives from the worry of their personal financial futures.
“Business executives are operating in an increasingly uncertain economic environment and the demands on their time means personal affairs can be neglected,” said David C. Sego, CFP, PFS, managing director of Weaver and Tidwell Financial Advisors. “Our Executive Perks Program is an effective way to make personalized financial planning and implementation available to today’s busy executives so they can reach their personal financial goals as well as those established for their businesses.”
Modeled after programs offered to executives by Fortune 100 companies, the Weaver and Tidwell Financial Advisors Executive Perks Program provides financial advisory, tax review and preparation, and estate transfer services to publicly and privately held companies.
Each year, CPA Wealth Provider chooses winners for this award that have taken the lead through innovation, efficiency, initiative or growth in the financial planning area. This is Weaver and Tidwell Financial Advisors’ 1st time to be recognized for this award.
As a winner, Weaver and Tidwell Financial Advisors will be profiled in the January issue of CPA Wealth Provider and copies of that issue will be included with the January issues of Accounting Technology, Accounting Today and Practical Accountant, as well as being featured on the www.WebCPA.com Web site and at the AICPA Personal Financial Planning Conference in Las Vegas Jan. 7-10.
“This award reflects the originality demonstrated on a daily basis by the outstanding individuals who make up Weaver and Tidwell Financial Advisors,” said W.M. “Mack” Lawhon, Weaver and Tidwell’s CEO and managing partner. “The growth that has taken place in this division of our firm exemplifies why they truly deserve this award.”
“We are very proud to be named a winner of this prestigious award,” said Sego. “This is yet another example of our being recognized for the superior service we provide to our clientele.”
The firm was recently named a Wealth Management Superstar by Wealth Manager magazine. It is the only major wealth management firm in Dallas that is associated with a Top 100 regional CPA firm.
Weaver and Tidwell Financial Advisors, a fee-based Registered Investment Adviser (RIA), was created to serve the financial planning and investment advisory needs of its clients. Parent company Weaver and Tidwell, LLP, has provided professional accounting and consulting services since 1950.
With offices in Dallas, Fort Worth and Houston, Weaver and Tidwell is ranked by Practical Accountant magazine as the Southwest’s largest regional independent accounting firm.
For more information, please visit www.wtadvisors.com or www.weaverandtidwell.com.