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.

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

Buetel Wealth Management Group News, Trends and Perspectives

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, trust, 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 trust 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

Mountain climbers on peak at sunrise

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.

Adult children with parents

Dividing wealth across generations

Couple in an art gallery

Comprehensive planning for significant wealth

Father and daughter hiking in fields

Navigating opportunities across your enterprise

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. 

Launch. Grow. Exit your business.

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • 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

  • 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

  • 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

Trusted Wealth Management Advisors for Building, Protecting and Managing Your Wealth

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Global leader

UBS is a leading and truly global wealth manager

Insights

Boca Raton Wealth Management

At Buetel Wealth Management Group, we offer tailored wealth management and financial planning services to help you achieve your goals. Our team specializes in exit planning strategies, succession planning, estate planning, and more, providing expert guidance for business owners and multi-generational families in Boca Raton, FL, and beyond. Click here to learn about our team today and  how we can assist you in navigating your financial future..

  • Brian Buetel Wealth Advisor

    Brian Charles Buetel, CPWA, CEPA, CTFA

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WY

    Brian Buetel brings over 30 years of financial planning experience to Buetel Wealth Management Group, which he founded upon joining UBS in 2017. His expertise encompasses complex investment and estate planning, as well as private business succession and transition strategies.

    "Our practice is multi-generational and committed to transparency and the continuous pursuit of knowledge across all facets of our advisory services," Brian explains. "We focus on empowering families to preserve and expand their wealth, whether through the sale of a family business or the transition of assets."

    Growing up in a household marked by financial struggles, Brian witnessed his parents' challenges with managing expenses. These early experiences, including late-night discussions about financial pressures, instilled in him a resolve to provide others with the guidance needed to achieve financial stability and success.

    Brian's journey began with factory work in St. Paul, Minnesota, where he diligently saved to pursue his college education. His determination led him to a position with the Miami Dolphins football team, which helped fund his tuition at Palm Beach Atlantic University, where he earned a Bachelor of Science in Organizational Management. After graduation, Brian continued in the fitness industry, managing the opening of a corporate gym and training over 50 staff members by the age of 22. He launched his financial services career in 1984 with Merrill Lynch.

    Brian has been featured in numerous publications such as ABC News, Barron's, Bloomberg, Business Insider, Good Morning America, InvestmentNews and The Wall Street Journal. 

    • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Palm Beach Atlantic University
    • Private Wealth Advisor
    • Portfolio Manager
    • Certified Exit Planning Advisor
    • Certified Trust and Financial Advisor
    Financial planning
    Legacy planning
    Estate planning strategies
    Exit planning
    Business succession
    Professional athletes
    Multi-generational families
    Business owners
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
    brian.buetel@ubs.com
    Brian Charles Buetel, CPWA, CEPA, CTFA
    1800 North Military Trail,Boca Raton,FL,33431
  • Cameron Buetel Wealth Advisor

    Cameron Buetel, CFP, CEPA

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER®

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    • AK
    • AL
    • AZ
    • CA
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WY

    For Cameron Buetel, wealth management is a family tradition. “My father’s passion for being a financial advisor deeply inspired me,” Cameron explains. At Buetel Wealth Management Group, Cameron and his father, Brian, address the needs of closely-held businesses through tailored lending and investment banking services. They also provide customized financial planning for individuals and families.

    “Our practice is genuinely multi-generational,” Cameron says. “We work with the fourth generation of some client families, offering 'high-touch' service. We engage with many clients monthly to stay in tune with their evolving needs while designing and managing personalized portfolios.”

    Before joining UBS Financial Services in 2016, Cameron served as a financial advisor at Merrill Lynch. He now specializes in helping business owners and professional athletes preserve, build, and transfer wealth. Cameron remains dedicated to continually expanding his knowledge of wealth management to effectively educate his clients on financial strategies.

    Cameron’s perspective on wealth stewardship is deeply influenced by his grandparents’ challenging experience. His mother’s parents fled Cuba during the communist takeover, leaving everything behind. They eventually established a small business and achieved financial stability in the United States. Cameron’s time spent on his grandparents’ farm reinforced the importance of protecting wealth for future generations.

    Cameron finds great satisfaction in helping families transfer wealth safely to the next generation, using investment strategies grounded in comprehensive financial planning and personalized advice.

    • Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Palm Beach Atlantic University
    • CERTIFIED FINANCIAL PLANNER®
    • Certified Exit Planning Advisor
    Financial planning
    Legacy planning
    Estate planning strategies
    Exit planning
    Business succession
    Multi-generational families
    Business owners
    Entrepreneurs
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
    cameron.buetel@ubs.com
    Cameron Buetel, CFP, CEPA
    1800 North Military Trail,Boca Raton,FL,33431
  • eileen-tetteris

    Eileen Tetteris

    Senior Wealth Strategy Associate

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    • AL
    • AZ
    • CT
    • FL
    • GA
    • MD
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC

    Eileen has over 30 years of experience in the Financial Services industry and brings a deep understanding of legacy building and planning to every client relationship.  She is a graduate of Krissler Business Institute in New York and has also completed advanced coursework in Wealth Management, deepening her expertise in areas such as planning and multigenerational wealth transfer.

    Eileen takes pride in working with clients and building long-term relationships based on trust and personalized service.  Eileen is committed to delivering service that aligns with each client’s unique goals and values.

    Outside of work, Eileen enjoys spending time with family and friends, and is a avid cyclist and hiker who enjoys finding inspiration outdoors

      • Krissler Business Institute, Business Administration
        1800 North Military Trail
        Suite 300
        Boca Raton, FL 33431
        eileen.tetteris@ubs.com
        Eileen Tetteris
        1800 North Military Trail,Boca Raton,FL,33431
      • ryan-perezluha

        Ryan Perezluha

        Client Associate

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          Ryan Perezluha brings 10 years of marketing and public relations experience to Buetel Wealth Management Group. He has built marketing strategies for NASCAR teams, enhancing brand visibility through sponsorships and social media marketing. At Buetel Wealth Management Group, Ryan will lead the firm’s marketing efforts. He holds a Bachelor of Arts in Communication Studies from Rowan University and resides in Deerfield Beach, FL, with his wife.

            • Rowan University, Communication Studies: 2010
              1800 North Military Trail
              Suite 300
              Boca Raton, FL 33431
              ryan.perezluha@ubs.com
              Ryan Perezluha
              1800 North Military Trail,Boca Raton,FL,33431

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