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weberwealthadvisors

What Makes Us Different

We manage our firm as a team. There are four of us, and we revenue share vs. having four completely separate individuals operating independently. This means when one of us is on vacation or not available the other Advisors regard your account as one of theirs. 


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weberwealthadvisors

Weber Wealth Workshops

Being designated a beneficiary or Trustee is a tremendous honor. Your role has extraordinary influence on maintaining a legacy, but also comes with exposure to liability. It is our goal to prepare and guide you through the responsibilities. 


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weberwealthadvisors

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. He can help you with your strategy from preretirement planning to retirement status.

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Services

See the different products and services our team provides to help you through every stage of your life.

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Articles

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

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Videos

These engaging videos focus on a variety of financial topics and illustrate key financial concepts and events.

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Latest Articles

weberwealthadvisors


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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weberwealthadvisors

What Is the Estate Tax?

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

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weberwealthadvisors

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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weberwealthadvisors

What Is a Required Minimum Distribution?

Required minimum distribution is the annual amount that must be withdrawn... Save Changes

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