Tyler Weir, CFP®, CPA
Advisor
Wealth Management
Location
Ann Arbor, MI
734.761.2005
Education
Central Michigan University
BBA, accounting
Walsh College
MS, accounting with specialization in finance
Current Role
Tyler develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Service Areas
- Comprehensive financial planning
- Investment analysis and portfolio design
- Retirement and estate planning
- Risk management
- Qualified and non-qualified retirement plans
Experience
Tyler began his career in 2019 in tax and advisory, later focusing on wealth management while supporting high net worth individuals, families, and business owners. He has extensive knowledge of financial planning, asset allocation and insurance analysis.
Tyler received the CFP® certification from the Certified Financial Planner™ Board of Standards. holds the Series 7 and 66 securities registrations. In addition, he is a Certified Public Accountant, bringing a unique skillset to the financial planning process, enabling him to recommend different options for tax savings.
A Closer Look
- Tyler frequently consults with clients on topics such as portfolio allocation, Roth conversions, risk management, and unique tax savings opportunities to build a holistic financial plan.
- Tyler frequently shares his knowledge with others, presenting on financial planning at the University of Michigan School of Dentistry and professional conferences.
- Actively involved in the industry, Tyler is a member of the Washtenaw Estate Planning Council, American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ andfederally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 555 Briarwood Cir., Ste. 300, Ann Arbor MI 48108 | 734.761.2005
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