Proactive wealth planning across the generations

The life of a wealthy family is punctuated by financial and personal milestones. Your first major real estate investment. A liquidity event that rewards your hard work. The birth of a grandchild that leads you to think longer term. These transitions require a team who can help provide you with the confidence you’ve been looking for.

We build lasting relationships with the families we serve, taking the time to understand their most important priorities for today, tomorrow and the generations to come. We are passionate about learning who you are so that we can coordinate your entire financial situation in a way that reflects your values.

Experience, transparency and a relentless pursuit of knowledge are commitments that we believe all of our clients deserve.

- Brian Buetel

Wealth, health and other things you should know

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

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Brian Buetel Profile Photo

    Brian Charles Buetel, CPWA, CEPA, CTFA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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

    Brian Buetel brings three-plus decades of financial-planning experience to The Buetel Wealth Management Group, which he founded upon joining UBS in 2017. His in-depth knowledge ranges from complex investment and estate planning to private-business succession and transition strategies.

    “Ours is a multi-generational practice dedicated to transparency and the relentless pursuit of knowledge in all aspects of our advice and guidance,” Brian says. “We specialize in families seeking to empower the next generation to preserve and grow family wealth, whether it’s attained through sale of a family business or transition of assets.”

    Brian grew up with parents who struggled at times to make ends meet, unaware of the potential benefits of investing. As a child he remembers hearing his mom and dad talking late at night--when they him and his younger brothers were asleep--about how to pay the bills. Today, he is determined to make sure that other families receive the guidance they need to prosper and avoid financial anxiety.

    Brian worked from a young age at factories in St. Paul, Minnesota, in order to save money toward his dream of attending college. He finally landed a job with the Miami Dolphins football team that enabled him to cover tuition at Palm Beach Atlantic University, where he earned a Bachelor of Science in Organizational Management. After college, Brian stayed in the fitness industry, helping to open and manage a corporate gym facility where he hired and trained more than 50 people at just 22 years old. He began his financial services career in 1984 at Merrill Lynch.

      • 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
    • Cameron Buetel Profile Photo

      Cameron Buetel, CFP, CEPA

      Financial Advisor

      CERTIFIED FINANCIAL PLANNER™

      • image
      • image
      • image
      • AK
      • AL
      • AZ
      • CA
      • CT
      • DC
      • DE
      • FL
      • GA
      • 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 the family business. “My father loved being a financial advisor. I got into this career because I saw how rewarding it was for him,” Cameron explains. At The Buetel Wealth Management Group, Cameron and his father Brian address the needs of closely-held businesses, from tailored lending to investment banking services. They also provide customized financial planning to individuals and families. 

      “Our practice is truly multi-generational,” Cameron notes. “We are currently working with the fourth generation of some clients’ families. We offer ‘high touch’ service that involves speaking with many of our clients every month, so that we stay in touch with their evolving needs as we design and manage custom portfolios for them.”

      Prior to joining UBS Financial Services in 2016, Cameron was a financial advisor with Merrill Lynch. Today, he also specializes in helping business owners and professional athletes preserve, build and transfer wealth. He enjoys continuously learning about wealth-management so that he can educate his clients’ on financial strategies.

      Cameron’s view of wealth stewardship was influenced by his grandparents’ harrowing experience. His mother’s parents fled Cuba when the communists took over, leaving everything behind. In the United States, they were able to eventually start a small business and create financial stability for their family. Cameron spent a lot of time on his grandparent’s farm. Their struggles taught him about the importance of protecting wealth for the future.

      Today, Cameron particularly enjoys helping families safely transfer wealth to the next generation, using investment strategies built on a solid foundation of customized financial planning and personalized advice.

       

        • 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
      • Eileen Tetteris Profile Photo

        Eileen Tetteris

        Wealth Management Associate

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

        Eileen has worked with the members of The Buetel Wealth Management Group since 2000 and has over 28 years of experience in the financial services industry.  Eileen is responsible for account maintenance, team administration and providing clients with a high level of service.  She earned a certificate in Business Administration  from Krissler Business Institute and holds FINRA Series 7, 66 licenses. Eileen, her husband, and their daughter live in Coconut Creek, FL.

          • Krissler Business Institute, Business Administration
            1800 North Military Trail
            Suite 300
            Boca Raton, FL 33431

          A focus on personalized access and service

          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

          buetel-1

          Our commitment to you

          How we seek to earn your trust

          We have emphasis on client service, transparency and accountability. Education is one of our highest values. We never stop learning and improving in order to serve you better.

          Our goal is to provide you with a level of service that allows you to focus more on living your life and less on managing the daily aspects of your finances. We tell you up front what you can expect from us, and we design a custom contact schedule based on your wishes.

          You’ll know you can trust us because we share knowledge to help make you a more informed investor. We believe that when we educate people, we empower people.

          Services tailored for your profession

          Multigenerational wealth management

          UBS Wealth Way

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights