1101 Clearview Drive,
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.
No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
Being your trusted financial professional is a privilege. Kathleen Weber acknowledges this by providing solution-focused advice with clear communication.
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.
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.
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.
"Kathleen is amazing to work with, I cannot say this enough!! She has been so helpful and have taken the time to answer all my questions."
"I enjoy working with Kathleen because she is knowledgeable, experienced and friendly. She takes time to discuss my concerns and thoroughly answer my questions. I would highly recommend her to anyone seeking sound financial advice."
"Kathleen Weber has consistently provided professional excellence with her experience and knowledge as a financial advisor. Ms. Weber maintains high levels of engagement and actively seeks to fully answer all our questions and concerns. She is always responsive and accessible to us. We couldn't be more satisfied and confident with her. "
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