Financial planning tailored to your goals

Comprehensive Wealth Management Services

The journey of a wealthy family is shaped by significant milestones—whether it’s making your first major real estate investment, transitioning to life after a successful business exit, or planning for future generations with thoughtful estate planning. Each of these pivotal moments requires personalized guidance to ensure your financial strategy evolves with your needs.

At Buetel Wealth Management Group, we specialize in private wealth management for families, offering comprehensive, individualized financial solutions. We focus on building lasting relationships, understanding your unique values, and helping you navigate your evolving financial landscape. Our services include exit planning, succession planning, multi-generational wealth management, and more, all designed to help you safeguard and grow your wealth. Proudly serving Boca Raton, FL, and the surrounding areas, we are committed to helping you prioritize what truly matters, now and in the future.

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

- Brian Buetel - Buetel Wealth Management Group

A focus on personalized access and service

At Buetel Wealth Management Group, we believe that true wealth management is built on personalized access and exceptional service. We take the time to understand your unique financial situation, aspirations, and challenges, allowing us to create a customized strategy that reflects your individual goals. Whether you're planning for retirement, managing your business's succession, or looking to protect and grow your family's wealth, we offer direct, one-on-one access to our experienced team, ensuring that you have the support and guidance you need at every stage.

Our commitment to personalized service means that you’re not just another client in a portfolio. We work closely with you, adjusting your plan as life changes and ensuring your wealth management strategy evolves with your needs. As a firm recognized for offering the best wealth management in Boca Raton, FL, we are here to help you navigate the complexities of your financial life, making sure you always have the right resources at your fingertips to make informed decisions.

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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

Business Owner in entryway

Advice for business owners & entrepreneurs

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

Buetel Wealth Management Group Trends and Perspectives

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

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

#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

Boca Raton Wealth Management

At Buetel Wealth Management Group, we provide tailored wealth management and financial planning services to help you achieve your goals. Our team specializes in exit planning, succession planning, estate planning, and more, offering expert guidance for business owners and multi-generational families in Boca Raton, FL, and beyond. With a focus on long-term relationships, we’re dedicated to delivering personalized solutions that support your financial success. Contact us today to learn how we can assist you in navigating your financial future.

  • Brian Buetel Wealth Advisor

    Brian Charles Buetel, CPWA, CEPA, CTFA

    Senior Vice President–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.

    • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 2024The 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 Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The 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.

    • 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

    Wealth Management Associate

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

    Eileen has worked with Buetel Wealth Management Group since 2000 with 28 years of experience in the financial services industry. She handles account maintenance, team administration, and delivers exceptional service to clients. Eileen earned a certificate in Business Administration from Krissler Business Institute and holds FINRA Series 7 and 66 licenses. She resides in Coconut Creek, FL, with her husband and daughter.

      • 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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