Weeks Financial Services, LLC

Weeks Financial Services provides ongoing portfolio management to individuals, high‑net‑worth families, and trusts and estates, offering advice across equities, ETFs, mutual funds, fixed income and, on rare occasions, alternative investments. The firm prepares an Investment Policy Statement for each client and offers either discretionary or non‑discretionary management, with a stated $75,000 account minimum that may be waived.

Investment decisions are based primarily on fundamental analysis and direct stock selection, implemented through asset allocation and model portfolios with a focus on long‑ and medium‑term holdings and only occasional short‑term trading. WFSL tailors portfolios to client‑specific restrictions and risk tolerances, monitors accounts periodically (with more frequent review for the firm’s largest positions), and documents approvals for non‑discretionary trades.

Noteworthy operational features include a firmwide requirement that client assets be held at Charles Schwab, the acceptance of soft‑dollar research and related custodian services, and in‑house management of client assets rather than use of third‑party managers. The brochure also discloses the firm principal’s unpaid trusteeship of an external foundation (with investment management handled by another firm) and a relatively concentrated client base—approximately $51.9 million in assets across 46 clients—which are factors clients may consider when evaluating allocation practices and potential conflicts.