Tyler Weir, 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 leverages knowledge of the tax system and the tax implications that different financial approaches have on each situation as a key facet in developing customized financial planning strategies.
Tyler 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.
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 has helped reduce the tax burden for clients by using methods such as depreciation strategies, state apportionment strategies, examining accounting methods, and cost segregations.
- 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 Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 555 Briarwood Cir., Ste. 300, Ann Arbor MI 48108 | 734.761.2005
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