Services

Financial Advisor New York

“We’ve never forgotten where we’ve come from,” says president Ken Weber. “We value the investors who have helped us build our company. And we work tirelessly to ensure they get the information and service they need.”

Working primarily with Fidelity mutual funds, the professionals at Weber Asset Management develop customized portfolio management strategies. Over the last two decades, we have built personal relationships with generations of families across the United States.  Investors come to us for management of their…

  • Individual accounts
  • Corporate accounts
  • IRAs
  • Trust accounts
  • Custodian accounts
  • 401(k) and 403(b) accounts.
  • Annuities

At Weber Asset Management, you are not just an account number.  We are a boutique firm, and so we can take the time to thoroughly understand your current situation and your future needs.  Only after a detailed discussion with Ken Weber do we custom-craft a strategy targeted to those needs. Nothing is bought or sold until we have an investment strategy approved by you.

Investment Advisor You are important to us and we want to ensure that you and your family/beneficiaries are secure about the future. The last thing you want is for something unexpected to occur and your family and loved ones are left out in the cold. You’ll quickly find that our management firm not only keeps you in mind, but your family as well. In the unfortunate case something does happen to you, your family and any arrangements you’ve made will be taken care of, smoothly and professionally. One of our primary goals is to deliver peace of mind for our clients. Whether by helping to reduce portfolio risk or by removing the day-to-day anxiety of stock market volatility, the security that comes from having recognized professionals guiding your nest egg is invaluable. And these days, with unprecedented uncertainty in the markets, our steady hand becomes more important than ever. All the funds we use for client portfolios are pure no-load funds.  We receive no commissions, bonuses, or incentives of any kind from Fidelity.  All our loyalty is to you, our client.