Weber Asset Management

Our Story

At Weber Asset Management, we pride ourselves on being a boutique, multi-generational wealth management firm that treats each client like family. With over 30 years of experience, we've developed a passion for serving others through customized financial planning and investment management. Our team of experts is dedicated to helping clients achieve their financial goals by providing personalized attention, expert guidance, and a deep understanding of their unique financial situations.

Who We Serve

We serve individuals who care about their families and want a trusted partner to guide them through the complexities of wealth management. Our clients come from diverse backgrounds and share a common goal: to build a brighter financial future. We work closely with families, young professionals, and pre-retirees to create customized financial plans that align with their goals and aspirations.

Services

Our services are designed to address the unique needs of each client. We offer a range of services, including:

• Retirement Planning: We help clients create a comprehensive retirement plan that addresses their income, expenses, and long-term goals.
• Cash Flow Planning: We work with clients to manage their cash flow, ensuring they have the necessary funds to cover expenses and achieve their financial objectives.
• Wealth Transfer: We guide clients in transferring their wealth to future generations, minimizing taxes and ensuring their legacy.
• Charitable Giving: We help clients incorporate charitable giving into their financial plans, making a positive impact on their communities and the world at large.
• Multi-Generational Planning: We work with families to create a long-term plan that spans generations, ensuring their financial legacy endures.
• Education Planning: We advise clients on how to plan for their children's education expenses, ensuring they're financially prepared for the future.
• Risk Management: We assess and manage risk in our clients' financial lives, protecting their assets and securing their future.
• Investment Management: Our proprietary investment strategies are designed to grow our clients' wealth, with a focus on long-term returns and risk management.

Our Approach

At Weber Asset Management, we believe that a personal relationship with your investment firm is crucial to achieving financial success. That's why we take the time to understand our clients' unique situations, goals, and aspirations. We work closely with each client to develop a customized financial plan that aligns their financial priorities with their values and goals. Our approach is rooted in our commitment to serving as a trusted partner, guiding our clients through the complexities of wealth management and empowering them to achieve their financial aspirations.

Our Team

Our team of experts is dedicated to serving our clients with compassion, expertise, and a deep understanding of the complexities of wealth management. Meet some of our team members:

• Ken Weber: President and founder of Weber Asset Management, Ken is a recognized expert in the field of investment management.
• Jack Bowers: Chief Investment Strategist, Jack is a renowned authority on Fidelity Investments and a published author.
• Jennifer Weber: Vice President and CFP, Jennifer is a certified financial planner with expertise in financial planning and wealth management.
• Kathy Daly: Senior Vice President and CFP, Kathy brings years of experience in financial planning and wealth management to our team.

Get Started

At Weber Asset Management, we're committed to helping you achieve your financial goals. Contact us today to schedule a meeting and take the first step towards financial success.