ABOUT

THE FIRM

Barrister Wealth Management, LLC is a Pennsylvania and New Jersey Registered Investment Advisor. The firm was founded in 2010 by Charles C. Weeks Jr., JD, CFP®, with the sole mission of offering clients an opportunity to meet their financial objectives through ethical, unbiased, and competent professional guidance.

Barrister is an all-encompassing asset management practice built on sound financial planning.  We help clients build, manage, protect, and transition assets by focusing not just on their investments, but also on budgeting and liabilities. We protect what has already been built, and design optimal transition plans to minimize transfer taxes and maximize what is left to loved ones.

About Our Founder

Charles C. Weeks Jr., JD, CFP ®

Charles received his Bachelor of Science degree from LaSalle University in Finance with a minor in Accounting, and his Juris Doctorate from Villanova University School of Law where he focused his studies on Business and Estate planning. Charles has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc., and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner.

Charles is the Founder and President of Barrister Wealth Management, LLC, a Pennsylvania and New Jersey Registered Investment Advisor, which provides financial planning, investment management, and risk management for individuals, along with retirement plan and insurance solutions for business entities.

Charles created and developed the undergraduate Financial Planning Concentration and the Continuing Studies Certificate in Financial Planning at Stockton University. Charles serves as an Assistant Professor of Finance and an instructor for the Certificate Program at Stockton University.

Charles also founded Barrister Higher Learning, LLC, which provides CFP® education and exam review courses, along with financial literacy and financial planning presentations for audiences ranging from high school students to senior citizens to Merrill Lynch Financial Advisors.

Prior to founding Barrister Wealth Management, Charles was the Managing Director of a Registered Investment Advisor in Philadelphia, leading in the creation and development of the firm. Mr. Weeks previously worked in the finance industry as both a Financial Advisor and Financial Analyst at Merrill Lynch, Morgan Stanley and Accenture. While in law school Charles was an extern for the Honorable Bruce W. Kauffman of the United States District Court for the Eastern District of Pennsylvania. In addition, Charles was a legal intern for a publicly traded software company and a private wealth management firm. While working at the wealth management firm, Charles assisted with investment and estate planning for clients with a net worth of $10 million or more.

Charles resides in Philadelphia, PA and enjoys reading, golfing, working out, snowboarding, surfing, spending time with family, and going to the beach. Charles’ charitable endeavors include sitting on the Stockton University Foundation Board, the Investment Committee for the Stockton Foundation, the Stockton Foundation Golf Committee, the Philadelphia Bar Foundation Golf Committee, and the Board of Directors for the Philadelphia Animal Welfare Society (PAWS) where he serves on the Executive Committee as the Treasurer.

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