FINANCES ARE PERSONAL.
SO ARE WE.
You deserve a personal relationship with your investment firm.
This deeper connection brings peace of mind knowing that your family’s goals and financial plan are aligned with your investments.
As Fidelity Investment experts, we are dedicated to helping our clients achieve their financial goals through customized financial planning. Let us put our expertise to work for you and help you build the wealth and security you deserve.
Why Weber Asset Management
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 30 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. Cookie-cutter solutions “from headquarters” are fine for massive firms but they are not fine for us. We will get to know you and, importantly, you will get to know us as people who truly have your best interests at heart. Weber Asset serves as your fiduciary - we are legally required to act in your best interest.
Above all, we strive to keep you and your family on the path to your best financial future.
Achieving financial success takes work.
That’s why from the very start we dig deep, uncovering the details about where you’ve been, where you are, and what you envision for your future. And then we construct your roadmap to the future.
Your Team
Ken Weber
Jack Bowers
Jennifer Weber, CFP®
Kathy Daly
Stuart Markowitz, RFC®
Antonio S. Chiarelli
Leonard A. Fazio
Your Financial Life ... Connected
As your financial partner, we help to connect all the different aspects of your wealth and your life together. Yes, we are known for our growth-oriented investment strategies, but it is our personal, family focused approach that will help lead you to your best outcomes.
- Retirement Planning
- Cash Flow Planning
- Wealth Transfer
- Charitable Giving
- Multi-Generational Planning
- Education Planning
- Risk Management
- Investment Management
- Risk Assessment
Our Clients
Our clients are individuals who care about their families and want a partner to care, as they do, about their family and their financial future.
Our clients want access to our team of professionals to guide and sort through any financial issues -- from the simple to the most complex.
Pre-retirees
Families
Young Professionals
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