Tom Weber Wealth Management Group
Wealth management is a comprehensive approach to achieving financial and life goals. It extends beyond investment advice and money management, encompassing lifestyle protection, tax and retirement planning, intergenerational wealth transfer and legacy creation.
Tom Weber Wealth Management Group provides a comprehensive range of services designed around your individualized goals. In providing you with the service you need, Tom Weber is supported by Associate Wealth and Investment Advisor Stephen Cecile, Associate Bernadette DiPietro, Associate Wealth Advisor Danielle Regnier-Gerard and Administrative Assistant Laura Allard. Combined, this team offers over 95 years of experience in the financial services industry.
Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage. Every step of the way, The Tom Weber Wealth Management Group will be there as your personal guide.
Our services are designed for:
Individuals, families, businesses and other organizations that require professional assistance managing their wealth.
Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock and co-ordinate multi-faceted financial affairs
Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients
Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate
Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while ensuring their financial security
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
Charitable foundations and non-profit organizations requiring investment management according to specific guidelines
