In the competitive world of private wealth management, one standout firm is making waves with its personalized approach. Based in Newport Beach, Weber Financial Group, part of UBS’s Private Wealth Management division, prioritizes its clients’ interests above all else.
“We’ve always put our clients’ interests first,” says Steve Weber, private wealth advisor and managing director of the firm. With over 35 years of experience in the investment field, Weber emphasizes a hands-on style tailored to individual needs and goals. This commitment allows his team to craft wealth management plans that resonate with clients and their families.
The firm operates like an investment boutique, blending UBS’s extensive global resources with a focus on individual client relationships. “We can serve as an ‘outsourced family office’ for our ultra-high net worth clients,” Weber explains. This model is not only beneficial for managing investments but also for preserving wealth across generations.
To build these close client relationships, Weber’s team conducts thorough onboarding interviews to understand clients’ long-term goals, growth expectations, and risk tolerance. Collaborating with other professionals, such as CPAs and estate attorneys, they create comprehensive plans that ensure wealth preservation as it transitions to the next generation.
“We focus on managing risk, which is a skill honed through experience,” Weber notes. His team’s deep understanding of varying market conditions allows them to guide clients effectively, helping them navigate both turbulent times and recognize investment opportunities.
Access to the robust UBS investment platform enhances the group’s capabilities. “UBS has the extensive resources to support us, offering a range of both traditional and alternative investments for our clients,” Weber says. This partnership enables Weber Financial Group to provide a well-rounded portfolio that meets diverse client needs.
Alexa Holm, market director at UBS in the Pacific Desert Market, commends Weber Financial Group for its dedicated and personalized service. “Their approach to serving multigenerational families, family offices, and business owners allows them to give clients thoughtful and insightful advice tailored to achieving their goals today, tomorrow, and in the future.”
A unique aspect of Weber Financial Group is its family-oriented structure. Weber’s sons, Chris and Brian, have been integral to the firm, fostering relationships with clients’ families and providing next-generation financial education.
“We’re a very family-oriented group,” Weber says. “We want our clients and their families to know that they can rely on us. If they encounter a complex issue outside our expertise, we usually know who they should talk to next.”
With a commitment to personalized service and a focus on multigenerational wealth management, Weber Financial Group continues to set a high standard in the industry, making it a trusted partner for families navigating their financial futures.
