This deeper connection brings peace of mind knowing that your family's goals and financial plan are aligned with your investments. Too many investors let emotions rule their financial decisions. Our strong personal relationships help keep you on the path to your best financial future. When it comes to investing, a personal relationship with your advisor can make all the difference.
Weber Asset Management is a boutique, multi-generational wealth management firm. We treat you and your family like our family. Over the past 25 years we've developed a passion for serving others. You are never merely an account number with us. Your situation is unique to you and we work hard to ensure that you are treated like the individual you are.
Weber Asset Management is a boutique, multi-generational wealth management firm. We treat you and your family like our family. Over the past 25 years we've developed a passion for serving others. You are never merely an account number with us. Your situation is unique to you and we work hard to ensure that you are treated like the individual you are.
Services
Our team cares like you do about your family, your finances and your long-term financial success. Learn more about our extraordinary team of professionals and their passion for serving others. Unlike most in this industry, Ken started his business as a hobby; he had been fascinated by the world of investing since he was a teenager.
It's really about taking care of those around you - your family and the people you love the most. As your financial partner and your fiduciary, we help to connect all the different aspects of your wealth and your life together bringing peace of mind knowing that your goals and financial plan are truly aligned with your investments.
As you prepare for retirement, our goal is to help you build and grow your nest egg so you can live the retirement you want. We aim to bring you peace of mind by knowing that your family's goals are aligned with your investments. Our focus on families is not only about growing your investments, but also about your family's purpose and legacy, often extending generations.
That's why we begin by learning about your situation and goals. We'll be asking questions and we will happily share information about who we are and what we do. Together, the initial consultation will determine if we are a fit to work with each other. Many firms charge high fees for an in-depth financial plan.
A fiduciary standard that was established as part of the Investment Advisors Act of 1940 and requires us to put our clients' interests above our own. We act with prudence and ethical standards to ensure that our business practices do not hinder our ability to provide the highest level of service in handling your accounts.
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