Buetel Wealth Management Group
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Financial planning tailored to your goals

Buetel Wealth Management Group

Comprehensive Wealth Management Services for High-Net-Worth Families

Our holistic, goals-based approach ensures that every area of your financial life works together seamlessly. Our services include:

Exit & Succession Planning
Whether you’re preparing to sell your business or transitioning it to the next generation, we help structure the process to maximize value and minimize tax implications.

Estate Planning & Wealth Transfer
We design thoughtful estate strategies that reflect your intentions and protect your legacy, ensuring wealth is transferred efficiently and tax-effectively.

Multi-Generational Wealth Planning
We help families create sustainable, long-term frameworks for passing wealth, values, and financial stewardship to future generations.

Retirement & Income Planning
We develop customized retirement income strategies that provide security and flexibility throughout your life.

Our high-touch service model ensures clarity and confidence at every step.

Local Expertise for Families in Boca Raton & South Florida
Buetel Wealth Management Group proudly serves clients throughout:

-Boca Raton
-Delray Beach
-Highland Beach
-Palm Beach County
-Greater South Florida
With a deep understanding of the financial landscape unique to South Florida—including market trends, tax considerations, and regional opportunities—we offer guidance tailored to the needs of affluent families in our area.

Whether you live locally or are relocating to South Florida, our team provides the expertise and discretion required to manage significant wealth with confidence.

Why High-Net-Worth Families Choose Us
✔ Personalized strategies tailored to complex financial situations
✔ Long-term, relationship-focused advising
✔ Comprehensive planning across investments, tax, estate, and legacy
✔ Expertise in business transitions and multi-generational wealth
✔ A disciplined, goals-based approach backed by industry-leading resources

Your goals are unique. Your strategy should be too.

Schedule a Consultation
Ready to take the next step in protecting and growing your family’s wealth?

Contact Buetel Wealth Management Group in Boca Raton to schedule a confidential consultation with one of our high-net-worth financial advisors.

We’re here to help you build a lasting legacy—for today and for future generations.

Connect with us

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

Wealth, Health, and Other Things You Should Know Podcast

wealth-health-and-other-things-you-should-know podcast

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.

Listen now

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

Your financial goals and life circumstances evolve over time. We take a thoughtful, personalized approach to understanding what matters most to you and structuring strategies that reflect those priorities.

Our areas of focus include:
-Retirement Planning
-Estate and Legacy Planning Considerations
-Business Succession Planning
-Multi-Generational Wealth Planning

We provide resources, insights, and ongoing support to help you make informed decisions at every stage.

Working With Wealth Advisors in Boca Raton
Clients who work with Buetel Wealth Management Group receive access to experienced financial advisors who are committed to offering personalized attention and clear communication throughout the planning process.

We aim to provide:
-Strategies tailored to your objectives and time horizon
-A relationship-focused approach centered on your goals
-Consistent guidance to help you stay informed and prepared

Why Clients Choose Buetel Wealth Management Group
We take the time to understand each client’s goals, values, and long-term vision. Our approach is grounded in thoughtful planning, personal attention, and an understanding of the financial considerations unique to families and individuals in Boca Raton and the South Florida region.

Clients value our emphasis on:
-Local perspective and familiarity with the Boca Raton area
-A client-centered planning approach
-Responsive communication and ongoing support

We are committed to helping clients plan confidently for their financial future.

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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.

Adult children with parents

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?

You've built the business. You've built the wealth. Now What?

If you're wondering whether your estate plan, investment strategy, and financial decisions are all working together the way they should—you’re not alone.

Contact Us

What to Do When It's Time to Sell—or Transition—Your Business

Getting an unexpected offer to buy your business can be exciting—and overwhelming. So can facing the decision to pass your business on to the next generation. At Buetel Wealth Management, we specialize in helping successful business owners and wealthy families navigate these major transitions intentionally and strategically.

Contact Us

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.

Learn more

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

Connect with us

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

Man at New York Stock Exchange

Fed Rate Decision Comes as the Stock Market Enters Its Worst Period. What’s Next for the Rally.

Brian Buetel, managing director at UBS Wealth Management in Boca Raton, Fla., sees it differently.

“There’s no denying the fact that September has often been a weak month for the stock market, but investors who are under-allocated or looking to add to their stock exposure could utilize market pullbacks and increase their exposure,” he said.

Click to Read More

Stocks going up and down

The Stock-Market Rally Is Moving Beyond Big Tech and Investors Are Thrilled

"Those rich prices could be another nudge for traders to start snapping up shares in different industries, said Brian Buetel, a managing director at UBS Private Wealth Management. “Nobody disagrees that the Mag Seven are just extremely expensive,” he said. “People forget there are sectors of the market that are on sale—that are cheap.”

Click to Read More

money

The Market Faces a Slew of July Risks. It’s a Test for S&P 500 Rally.

“The stock market’s recent strength reflects growing optimism around a soft landing, improving corporate profits and the potential for lower interest rates,” said Brian Buetel, managing director at UBS Wealth Management in Boca Raton, Fla.

Click to Read More

Television showing market

How Trump's First 100 Days Have Impacted Your Portfolio

Wednesday, April 30, marks the end of President Donald Trump's 100th day in office – a time frame often used as a short-term measuring stick for a new administration.

Click to Read More

man looking at stocks

3 trades keeping investors in the green this year as the S&P 500 corrects

"In these volatile times, gold has proven to be a reliable asset for protecting portfolios from geopolitical tensions and economic weakness," Brian Buetel, managing director at UBS Wealth Management.

Click to Read The Article

Insights

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).

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