Buetel Wealth Management Group
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Financial planning tailored to your goals

Comprehensive Wealth Management Services for High-Net-Worth Families

The journey of a wealthy family is shaped by pivotal milestones—whether it’s making a significant real estate investment, transitioning to life after a business exit, or planning for future generations with thoughtful estate strategies. At each of these critical moments, personalized wealth management is essential to ensure your financial strategy evolves to meet your needs and goals.

At Buetel Wealth Management Group, we specialize in high-net-worth wealth management services, offering comprehensive, tailored financial solutions designed specifically for families like yours. We focus on building long-term relationships, understanding your values, and helping you navigate your evolving financial landscape. Our services include exit planning, succession planning, multi-generational wealth management, estate planning, and more—each designed to safeguard and grow your wealth over time.

Personalized Wealth Management for Major Life Milestones
Whether you’re making your first major investment, preparing for retirement, or transitioning your business, our expert team provides personalized financial advice tailored to your unique situation. We help guide you through each milestone, ensuring your strategy evolves with you and supports your goals.

Specialized Financial Solutions for High-Net-Worth Families
We understand that every family has unique financial needs. That’s why we offer customized wealth management solutions—from comprehensive estate planning to multi-generational wealth strategies. Our holistic approach ensures your wealth is preserved, passed on, and continually grows in alignment with your values, goals, and aspirations.

Serving Boca Raton and Surrounding Areas
Located in Boca Raton, FL, Buetel Wealth Management Group is proud to serve families throughout the Boca Raton area and surrounding communities. With a deep understanding of local financial dynamics and concerns, we offer expert financial solutions designed to address the unique challenges of our region. Whether you’re in South Florida or beyond, we are dedicated to helping you achieve peace of mind about your wealth, now and for future generations.

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We believe you deserve to work with someone who will challenge the way you think about your wealth, family, and legacy.

- Brian Buetel - Buetel Wealth Management Group

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Wealth, Health, and other things you should know

A podcast series dealing with current topics and issues relating to an ever changing world in areas that affect all of us.

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Personalized Wealth Management and Direct Access to Financial Advisors in Boca Raton, FL

At Buetel Wealth Management Group, we believe that true wealth management is rooted in personalized financial strategies and exceptional client service. Located in Boca Raton, Florida, we specialize in helping individuals, families, and business owners navigate complex financial decisions with clarity and confidence.

Whether you're focused on retirement planning, preparing for business succession, or working to build and protect multigenerational wealth, our approach is centered on your unique goals. We provide direct, one-on-one access to experienced financial advisors who are committed to helping you make informed decisions at every stage of life.

Customized Wealth Management Tailored to You
At Buetel Wealth Management Group, you're never just a number in a portfolio. We take the time to understand your values, lifestyle, and long-term objectives. Our customized wealth management strategies evolve with you, providing flexible, personalized solutions that adapt as your life changes.

Our key focus areas include:

   • Retirement Planning
   • Investment Strategy Development
   • Estate and Legacy Considerations
   • Business Succession Planning
   • Generational Wealth Management

Work with Leading Wealth Management Advisors in Boca Raton
Recognized as a top provider of wealth management services in Boca Raton, FL, we combine deep industry experience with a commitment to transparency, values, and accessibility. When you partner with Buetel Wealth Management Group, you gain:

   • Direct access to experienced financial professionals
   • Tailored investment and financial strategies
   • A client-first approach with personalized service
   • A long-term partnership built on relationships and performance

Why Clients Choose Buetel Wealth Management Group
Our clients value a financial advisory experience that is both high-touch and highly professional. As an independent firm, we’re focused on what matters most — your goals, your values, and your financial future.

   • Local wealth management in Boca Raton
   • Independent, client-focused advice
   • Customized financial strategies
   • Unmatched personal service and support

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A leading global wealth manager

For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.

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Dividing wealth across generations

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Comprehensive planning for significant wealth

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Navigating opportunities across your enterprise

Are You Planning a Sale of a Business?

Planning for the sale of a closely held business

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

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Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

You’re selling within the year

You’re selling within the year

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

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You’re 3 years away from exiting

You’re 3 years away from exiting

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

Connect with us

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

Connect with us

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

Connect with us

Buetel Wealth Management In the News

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Contact Buetel Wealth Management Group

1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • ( 855)  321- 3518 (Fax)

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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