WeberMessick Wealth Management

Financial ServicesFlorida, United States11-50 Employees

WeberMessick Wealth Management is an independent financial advisory firm based in St. Petersburg, Florida. It combines tax expertise with a holistic approach to wealth management, offering services in estate planning, investment management, financial planning, risk management, and tax planning. The firm emphasizes tailoring guidance to individual financial goals within a comprehensive framework.

WeberMessick has aligned with LPL Financial, a large publicly traded broker-dealer, to leverage its technology, security measures, and long-term stability. LPL Financial reports more than seven million client accounts and assets custodied above $1 trillion. This collaboration relies on LPL's infrastructure to support WeberMessick's advisory services, underscoring a partnership with an established industry platform to deliver integrated wealth management.

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