What Makes Us Different
We manage our firm as a team. The advisors share revenue rather than operating as individuals. This collaborative model ensures that when one of us is unavailable, another team member steps in and treats your account as their own. Our clients benefit from consistent support and a collective depth of experience.
Weber Wealth Workshops
Educational workshops are hosted quarterly with subjects including:
- Market Outlook
- Estate & Trust Planning
- Social Security & Medicare
- Intro to Personal Finance
Supporting Xerox Employees
Mark Weber has worked with Xerox employees and their families since 1991. He is an authority on navigating the many moving parts of the Xerox RIGP & 401K plan. Whether you're preparing for retirement or already there, Mark and his team are ready to help you build and manage a strategy that fits your goals.
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Tools Built to Help You
Videos & Podcast
These videos and podcast episodes simplify important financial topics, making key concepts easy to understand.
Latest Articles
What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
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What Is the Estate Tax?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
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What Are the Pitfalls of Probate?
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
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What Is a Required Minimum Distribution?
Required minimum distribution is the annual amount that must be withdrawn... Save Changes
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