Independent Wealth Management Specialists
Are you looking for a better way to invest? Would you like to do more with your money? Do you want to create a financial plan that is built on products and strategies that are tailored to your present and future financial needs and goals? Then you are like many investors.
Weber Wealth Management is a wealth management and investment service firm that specializes in designing and managing custom investment portfolios and health, life, and disability plans for individuals, trusts, estates, pensions and profit sharing plans, and businesses.
We provide our clients with a proactive, personalized and alternative approach to building their future wealth through sound investment. Whether you are concerned with managing your retirement, are just starting to accumulate wealth, or need the security of life or health insurance, Weber Wealth Management will identify the opportunities that are targeted to your specific requirements.
We are small enough to offer customized investment portfolios yet large enough to provide a wide selection of products and services including retirement planning, estate planning, life and health insurances, employee benefits and college planning. Acting as partners and trusted advisors we meet with you regularly or as often as you prefer to review your investment strategies and, if necessary, make adjustments to your portfolio based on your needs and that of the current market situation.
With Weber Wealth Management you can rest assured that your financial plan will be built on strategy, sound products and services and most important, trust.