About Us
Weber Wealth Management is an independent wealth management and investment service firm. We work with high net worth individuals, families and institutions with the goal to grow and sustain their wealth through strategic portfolio management and proven investment practices.
Our mission is to help our clients clearly envision and define their long-term financial goals and to provide the prudent, comprehensive advice they need to get there. And since we are a fee-only firm, our clients can be confident our overall financial advice is focused on what is appropriate for them. We don't sell proprietary products, and we operate only on our clients' behalf. Our only business is to preserve and grow out clients' wealth.
Unlike some large wealth management and investment firms we offer a relationship-based approach to financial guidance, We work to understand the nature and unique circumstances of our clients' financial situation to create a wealth management strategy that is tailored exclusively to their current and future financial goals.