Nancy K Weeks Associates, LLC

The firm provides comprehensive financial planning and offers analysis, recommendation, and monitoring of third‑party money managers for individuals, families, and charitable organizations, with a client base concentrated among high‑net‑worth households (the brochure notes most clients fall in the multi‑million net‑worth range). It does not act as an investment manager, custody client assets, or provide discretionary portfolio management for individual accounts.

Advice centers on asset‑allocation recommendations and broad life‑planning topics — retirement, estate, tax, special needs, senior living, LGBTIQ+ and ESG planning — and the firm conducts due diligence on outside managers while coordinating with clients’ other advisors. Engagements are handled through fixed‑fee plans, retainer arrangements, or hourly work rather than a standard percentage‑of‑assets‑under‑management model, and the firm employs third‑party planning and data aggregation tools (including eMoney) to develop and monitor plans.

Noteworthy features include a small, tightly focused practice serving a limited number of largely high‑net‑worth clients and an ongoing retainer emphasis on monitoring and coordination instead of in‑house asset management. The brochure also discloses the firm is fee‑only, generally does not accept compensation from recommended managers while actively serving clients, and highlights several specialized planning areas (such as windfall planning and philanthropy) that shape its services.