Weber Asset Management

Financial ServicesNew York, United States2-10 Employees

Weber Asset Management is an independent, multi-generational financial services firm based in North New Hyde Park, New York. The company offers investment management and comprehensive financial planning, focusing on tailoring strategies for families, individuals, businesses, and organizations through in-depth conversations and collaborative roadmaps. As a Registered Investment Advisor, it emphasizes aligning its interests with clients by not earning fees or commissions from external brokerage or insurance entities, and it highlights services such as retirement planning, wealth transfer, and charitable giving. The firm describes itself as managing approximately $600 million in assets and operates with a small team, providing objective guidance without selling products. A recent development noted is the launch of a complimentary feature called MyBlocks in May 2020.

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