Claire Weaver

Claire Weaver

CPA, CSEP, AEP

Partner

+1 (717) 885 1308

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Claire Weaver, a partner in our private wealth practice, has been with Baker Tilly since 1996. Based in Lancaster, PA, Claire has more than 20 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. She works across Baker Tilly’s varied service offerings to develop forward thinking, custom solutions for every client.

  • Provides a holistic, integrated experience for each individual or family, connecting them with specialists across our wealth management, client accounting and family business advisory teams
  • Develops and implements optimized tax strategies to save clients time, money and stress
  • Understands the unique dynamics of family enterprises and provides forward thinking consulting on how to mitigate issues
  • Connects clients with other professionals across the firm that can help protect and enhance our clients’ values.
  • Involved in succession planning, estate planning, wealth preservation, the administration of estates and the preparation of estate, trust and gift tax returns
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • National Association of Estate Planners and Councils, board member
  • Estate Planning Council of Central Pennsylvania
  • York County Estate Planning Council, past president
  • SpiriTrust Lutheran Board - treasurer, Finance Committee chair
  • York County Community Foundation Board - Executive Committee, Audit Committee chair
  • York Suburban Education Foundation Annual Gala - Steering Committee
  • Women of Influence-Central Pennsylvania Business Journal
  • Sertoman of the Year-York Sertoma Club

Location

Lancaster, PA

Education

Bachelor of Science in accounting

Millersville University