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