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.
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.
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.