We’re pleased to have Lori’s tremendous experience to lean on as we develop our marketing efforts at Pacific Point Advisors
Renton, Washington (PRWEB) May 06, 2017
A new Seattle-area financial advisor firm led by CEO and Chief Compliance Officer (CCO) Norm Weaver has secured a contractor-based marketing services agreement with former Ameriprise Financial and UBS Wealth Management top producer Lori Cousineau-Weaver. In her role as marketing consultant for Pacific Point Advisors, http://www.pacificpointadvisors.com, Cousineau-Weaver will not work with client assets, instead focusing her nearly 30 years of financial industry experience to share thought leadership and marketing practices for the firm.
“We’re pleased to have Lori’s tremendous experience to lean on as we develop our marketing efforts at Pacific Point Advisors,” said CEO & CCO Norm Weaver. “Our firm leverages a proprietary asset allocation model to help clients develop comprehensive and long-term investment strategies that provide a solid framework for portfolio construction. And we’ll rely on Lori to help create messaging that explains our unique offering.”
“Through a blend of strategic and tactical asset allocation, the Pacific Point Advisors team seeks to achieve specific performance targets for clients with a corresponding emphasis on wealth preservation and risk management,” continued Weaver. “To identify the ‘best-in-class’ money managers, we follow a disciplined selection process that includes an in-depth analysis of each manager based on important quantitative and qualitative factors.”
Pacific Point Advisors uses this quantitative analysis to focus on each manager’s performance, fee structure, and risk as measured against appropriate benchmarks and peer groups, while the qualitative analysis takes into account his or her philosophy, approach, and history of the funds managed.
Pacific Point Advisors is located along Interstate 405 at Rainier Ave South, adjacent to the Red Lion Hotel and Conference Center. Pacific Point Advisors, 15 South Grady Way, Suite 115, Renton, WA 98057, firstname.lastname@example.org, office: (425) 336-6400, fax: (425) 336-6405.
ABOUT PACIFIC POINT ADVISORS
The overarching investment philosophy of Pacific Point Advisors, led by CEO/CCO Norm Weaver, is to build diversified portfolios that seek to identify investment opportunities that correlate to each client’s targeted risk profile. By asking the right questions and carefully listening to client’s goals, the RIA firm constructs personalized solutions for clients.
The core tenets of the company’s philosophy include a well-diversified portfolio across all economic environments and market conditions, utilizing an array of investment strategies and portfolio construction techniques to meet client needs. These approaches include but are not limited to: Active and passive investment strategies, tax aware and tax efficient portfolio construction, and multiple investment structures.
ABOUT NORM WEAVER
With almost 40 years in the financial industry, Norm Weaver has seen many of his clients achieve their dreams and goals. He uses a disciplined and integrated approach to his areas of focus including retirement, estate and tax planning, as well as wealth preservation. He is a graduate of Franklin University with a BA in Business Management and spent a large part of his career as a Senior VP with American Express and Ameriprise, before returning to a financial advisor role in 2001. Weaver is a husband and father to four sons. He enjoys boating, golf, and traveling; and is a member of the Seattle Yacht Club.
ABOUT LORI COUSINEAU-WEAVER
Separate from her marketing consulting role with Pacific Point Advisors, Lori Cousineau-Weaver is a women-in-business thought leader who is in discussions with publishing companies to write a book on her nearly 30 years of experience leading teams in the male-driven financial services industry. She is also considering regular columns in print and online publications as well as accepting requests for speaking engagements. You can follow her and get more information on her personal website at http://www.lori-cousineau-weaver.com.