Tailored Investment Management &
Wealth Planning
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to address your needs now and in the future.
Tailored Investment Management &
Wealth Planning
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to address your needs now and in the future.
Tailored Investment Management &
Wealth Planning
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to address your needs now and in the future.
Integrity
Being your trusted financial professional is a privilege. Kathleen Weber acknowledges this by providing solution-focused advice with clear communication.
Support
Kathleen Weber is passionate about maintaining long-term relationships with clients and has extensive experience providing personalized financial solutions. She is here to be your advocate, provide insight, celebrate your wins and ultimately help you work toward your financial goals.
Education
Kathleen Weber has been helping individuals and families develop financial plans to pursue their goals for over a decade. In 2017, she expanded her knowledge of portfolio creation, rebalancing, and diversification by attaining the Accredited Portfolio Managing Advisor professional designation from the College for Financial Planning. Kathleen earned her Master of Business Administration degree at Southern Methodist University in 2003.
Meet Kathleen Weber MBA, APMA
Kathleen is dedicated to helping individuals and families achieve their financial dreams. She leverages her on going financial services training with a practical tailored approach to advise her clients. Kathleen earned the Accredited Portfolio Managing Advisor professional designation from the College of Financial Planning. She received her Master of Business Administration from Southern Methodist University and her Bachelor of Science from Loyola University of Chicago.
Kathleen holds Series 7 and Series 66 professional licenses and is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.
