We provide independent, intelligent, and affordable wealth management solutions that adhere to the highest fiduciary standards.
FEE-ONLY INVESTMENT MANAGEMENT & FINANCIAL PLANNING
Weyhill Investment Counsel is an independent, fee-only wealth management firm committed to helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals. For over a decade, we’ve provided personalized financial planning, disciplined investment management, and retirement planning services to individual investors, families, and retirement plan sponsors.
As a fee-only Registered Investment Advisor, we do not sell products, and thus are uniquely qualified to offer you truly objective insight and financial advice. We are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses or hidden fees as we do not accept them. This independence allows us to remain completely impartial in our counsel regarding your financial assets, giving you the peace of mind that comes from engaging in only the most trusting relationship.
ENGINEERED FOR EXCELLENCE
From the beginning, Weyhill was built differently, on the simple premise that investors deserve better. So we built a company committed to delivering just that. A company that would provide investment management and financial advice that advocated for the client, not the financial company. An independent firm that would partner with the client, avoid conflicts, deliver institutional access, and operate in a fully transparent manner. A company that believes, with every fiber of its being, that it exists to serve clients, as fiduciaries, and in a consultative manner.
Today, Weyhill remains a privately owned firm, built lean and smart to deliver a better investment experience – through honesty, transparency, safeguards, and conflict-free standards that truly matter to investors. With our own families and friends as key clients, we offer all clients the kind of personal attention and service we expect for ourselves.
OUR FOUNDER
Jason E. Abruzere
Founder & CEO
Seasoned investor. Business leader. Visionary. Jason E. Abruzere founded Weyhill’s predecessor company, Abruzere Wealth Management, in 2004 to deliver a level of investment management and counsel that he simply didn’t see elsewhere. In particular, Jason believed that the traditional financial services model based on upselling, generic investment principles, and reactive advice delivers neither the performance nor service that investors deserve. What investors really needed was access to independent investment advice based on time-tested research and conflict-free standards. Today, Jason is responsible for the management and oversight of Weyhill Investment Counsel’s investment process, including portfolio management, trading, risk management, and investment strategy development. He also spearheads the firm’s many research projects on areas of study that have included alternative investments, valuation models, and tax-efficient investing.
STRATEGIC ADVISORY BOARD
William D. Johnson
Advises Weyhill on:
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Capital market strategy and innovation
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Alternative investments
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Investment Manager Research
William Johnson brings more than 35 years of hands-on investment advisory and consulting experience to Weyhill Investment Counsel. Prior to Mr. Johnson’s private consulting practice, he served as First Vice President and the Director of Consulting Services in the state of Florida for Smith Barney. He has served public and private corporation retirement plans, endowments and foundations, as well as high net worth investors.
Mr. Johnson holds a BA degree in Economics from Ohio Wesleyan University. Mr. Johnson has also successfully completed the Pension Funds and Money Management course at the Wharton School of Business. He is a member of the Investment Management Consultants Association and was formerly the chairman of the Association of Professional Investment Consultants Association (APICs) Research & Evaluation Committee.
VALUES WE LIVE BY
Do The Right Thing
Our competitive advantage is in the trust and loyalty that we pledge to all of our clients – operating with the highest level of integrity, stewardship, and ethics. We hold ourselves both personally and professionally accountable for our actions and believe in always doing the right thing.
Exceed Expectations
Our clients are the lifeblood of our firm and we never forget that they come to us by choice. Therefore, we go to extraordinary lengths to consistently deliver unmatched service, professionalism, and value.
Be Open And Honest
Being open and honest is part of our DNA and serves as the cornerstone of our success. We do what we say, and say what we do. Absolute transparency is how we operate.
Pursuit Of Excellence
We continually strive to be the best, not only because our clients expect if of us but because we demand it of ourselves. We’re committed to producing excellence, or more precisely, constant improvement, through research and lifelong learning – always looking for a better way.
Treat Every Client Like Our Only Client
No one likes to feel like a number, especially when it comes to their life savings. As a boutique wealth management firm, we purposely limit the number of clients we serve so that each and every client receives the individualized attention they deserve.
Champion Innovation
Tomorrow comes quickly. We are forward thinkers, always on the lookout for ways to tap emerging ideas and strategies. That’s why we partner with some of the brightest in the business…
OUR PLEDGE TO YOU
We pledge to you, our fiduciary client, a level of service that is based on integrity and fiduciary responsibility. We promise to always act with utmost good faith and undivided loyalty. As we continually renew our pledge of moral excellence, we promise to align our interests with yours.
We fully acknowledge and actively embrace our fiduciary responsibilities, employing prudent investment processes and providing full transparency of fees. The proprietary process we’ve developed offers peace of mind, multigenerational planning, prudent risk management, and the confidence to enjoy life – supported by the wealth you’ve created.