As Co-Founder and Partner of Precision Private Wealth, Tim Weaton specializes in employer-sponsored retirement plans and works closely with individuals, families, and business owners to help them pursue their financial goals through thoughtful, customized planning.
Tim takes pride in building long-term relationships with clients and helping them navigate complex financial decisions with confidence. His approach centers on developing comprehensive strategies that integrate investment management, risk management, wealth preservation, and retirement income planning while remaining focused on each client's unique goals and priorities.
Tim began his career in financial services in 2006 with AXA Equitable's Retirement Benefits Group. Throughout his career, he has worked with individuals, business owners, public schools, municipalities, and nonprofit organizations, helping them make informed financial decisions and build strategies designed to support long-term financial success.
Tim's commitment to serving clients has earned him numerous company and industry recognitions, including induction into the Equitable Hall of Fame.
Tim earned a Bachelor of Science in Finance and Accounting from Boston College. He maintains FINRA Series 7 and 66 registrations, as well as a Massachusetts Life and Health Insurance License.
Tim lives in Natick, Massachusetts, with his wife, Kayla, their two children, and their dog.
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