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Financial Success Isn’t a Mystery

First, plan for the future.
Then, invest wisely.

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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.

Learn About Our Approach

Your Team

Ken Weber Photo

Ken Weber

Jack Bowers Photo

Jack Bowers

Chief Investment Strategist
Jennifer Weber, CFP® Photo

Jennifer Weber, CFP®

Vice President | Financial Planning
Kathy Daly Photo

Kathy Daly

Senior Vice President
Stuart Markowitz Photo

Stuart Markowitz, RFC®

Chief Compliance Officer | Portfolio Manager

Antonio S. Chiarelli

Portfolio Manager
Len Fazio Photo

Leonard A. Fazio

Portfolio Manager

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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.



Young Professionals

Who We Serve

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