Weeks Financial Services, LLC

The firm provides portfolio management and related financial planning to individuals, high‑net‑worth families, trusts and estates, preparing Investment Policy Statements and advising on asset allocation, security selection, retirement planning and trust management across equities, ETFs, mutual funds, fixed‑income and occasional alternative investments. It manages approximately $51.9 million in client assets across a limited client base of roughly 46 relationships and offers both discretionary and non‑discretionary services.

Operating as a fiduciary, the firm combines fundamental analysis with model portfolios and individualized recommendations, typically favoring long‑ and medium‑term strategies and engaging in short‑term trading only rarely. All assets are managed in‑house rather than by third‑party managers, and account reviews are performed at least annually by the firm’s principal, with more frequent monitoring for the largest accounts.

Noteworthy distinctions include the principal’s disclosed role as a trustee of a Massachusetts‑based foundation, which the firm identifies as a potential conflict of interest, and the firm’s practice of requiring clients to use a specific custodian (and accepting research and other soft‑dollar benefits from custodians). The firm’s solo structure and centralized oversight concentrate investment decision‑making and operational responsibilities with the principal, and the firm will accept proxy‑voting authority only rarely and typically at the client’s request.