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Our Services

WHAT WE DO

Wealth Management is a multi-disciplined process where all the pieces of your “financial pie” must work together. As independent financial advisors, we focus on goal-oriented planning for each piece of your financial pie throughout the various stages of your life. Our extensive tax and business background enables us to view your financial goals in a broader scope to advise you on the appropriate investment opportunities to help increase your potential return.

Financial Planning

Our team is comprised of individuals with extensive tax and wealth management backgrounds, enabling us to view your financial goals in a broader scope. We advise appropriate investment opportunities with the goal of maximizing your potential returns.

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Investment Management

We start with your goals in mind. Integrating our tax expertise and taking a professional approach allows us to view your finances in a much broader scope.

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Tax Planning

At WeberMessick, we understand the intricacies involved in effective tax planning. Whether you are striving to accumulate assets, focusing on preserving capital, or looking for an effective wealth distribution strategy, our team of experienced professionals possess the acumen to recommend tax-efficient solutions to your complex problems.

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Risk Management

Whether it is determining the appropriate asset allocation, ensuring your loved ones are protected or providing an employee retention strategy for your business, our team can design the appropriate risk management strategy to fit your unique needs.

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Estate Planning

Appropriate estate planning allows you the confidence in knowing that your accumulated wealth is distributed according to your wishes.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  410-933-8811