We are dedicated to providing investment management and strategic wealth planning that is right for you.

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.

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A More Personal Approach to Financial Planning

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.

Our Process

A Young Couple in a Meeting With Their Financial Advisor

Your Advisor’s Difference

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 Your Advisor

Kathleen Weber

We strive to help build, manage, preserve and transition wealth for our clients!

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Our Services

 

Retirement Planning

What is your vision for retirement? We will help you preserve and manage your savings as we strive to help those dreams become reality. Transitioning to retirement is made smoother with good planning. We even offer assistance selecting a health insurance plan, which may be the most important decision of your financial future.
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Investment Planning

We take time to assess your unique risk tolerance, investment objectives and timelines. Your customized portfolio is developed from suitable investments selected specifically to be in your best interest.
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Health Insurance

My mission is to help you protect and grow your life savings. Selecting the right health insurance is critical to your financial success. Medical bills caused the most bankruptcies in the US during 2020.
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Life Insurance

Who will provide for your family, if something happens to you? Disability and life insurance can provide much appreciated security for you and your loved ones.
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Asset Management

Which type of accounts suit your investments and personality? Do you prefer a buy and hold strategy or are you more tactical? Professional portfolio management allows you to focus on your profession and enjoying your time away from work.
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Meet Your Advisor