Global access. Strategic solutions.

Private Wealth Management

The Weber Group

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

3 Generations or Males

  • Steve Weber

    Steve Weber

    Managing Director–Wealth Management

    Private Wealth Advisor

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  • Christopher Weber

    Christopher W. Weber

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Brian Weber

    Brian Weber

    Senior Wealth Strategy Associate

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  • Krista Maloney

    Krista Maloney

    Team Administrator

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Our Process

Our Process

Executive decisions

Executive decisions

Launch. Evolve. Exit your business.

Launch. Evolve. Exit your business.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020