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Submitted URL: http://email.email01.fmgsuite.com/c/eJxVkE1uxCAMhU8z2RFhfgJZsOim0iymdzDgTFAJiQJV1NuXdlG1kmVZz7L1vRcd-onDsKSztjfcyD2wtZWuIeB2YHqWB9...
Effective URL: https://www.nickweberwealth.com/
Submission: On October 19 via api from US — Scanned from DE
Effective URL: https://www.nickweberwealth.com/
Submission: On October 19 via api from US — Scanned from DE
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Text Content
(916) 932-4101 ext 4 Menu * Home * My Firm * Team * Services * Investment Management * Financial Planning * Insurance Services * Employer Plans * Client Center * Individual Clients * Retirement Plan Participants * Retirement Plan Trustees * Resources * Events * Education * Video Series * Blog * Contact WHO WE WORK WITH We manage the financial strategies and wealth of affluent investors and business owners. We also offer comprehensive retirement plan services for privately owned and not for profit companies. LONG DISTANCE MEETINGS AVAILABLE As your advisor I have the capability of holding meetings in my office or over long distances using GoToMeeting and Teleconferencing. NICK WEBER WEALTH YOUTUBE CHANNEL Please visit my YouTube channel. The channel that teaches you how to become a financial expert. Learn More SUPERIOR TECHNOLOGY Here at Nick Weber Wealth we offer top of the line financial tech to all of our clients. E*Money is one of our favorite financial tools. CLIENT CENTER LINKS INDIVIDUAL CLIENTS Links to the resources/websites available for our individual clients. Client Page RETIREMENT PLAN PARTICIPANTS Links to the resources/websites available to our company sponsored investment participants. Participant Page RETIREMENT PLAN SPONSORS Links and resources/websites available to our companies sponsoring retirement/investment plans. Company Page SERVICES OFFERED ASSET MANAGEMENT SERVICES We manage investments for individuals and companies. Click below to learn more Learn more RETIREMENT/FINANCIAL PLANNING We use top of the line financial planning software for our clients. Check out the resources we provide. Learn more COMPANY RETIREMENT PLANS We establish and manage company sponsored retirement and college saving plans for businesses. Learn more At Nick Weber Wealth we have one mission, and that's to make it as easy as possible for people to become affluent. Affluence is defined as "the state of having a great deal of money; wealth." We do this through financial education, financial planning and asset management. I firmly believe that strategies build wealth and asset management is a tool within a strategy, but the strategy is what is paramount. Here at Nick Weber Wealth, we offer financial strategies that are backed with our financial management. Some clients just want us to manage their assets and that is fine, but we offer our clients a comprehensive game plan first, then we implement with different asset management strategies. We ultimately want to make our mark on society and that is by improving the financial lives of as many people as we can. Please feel free to use our free educational videos to try and build your own strategies, but if you ever feel you may be better served by working with a professional, please give us a call! CLIENT CENTERED As Certified Financial Planner practitioner and an Accredited Investment Fiduciary, we put your needs first. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Learn more INTERESTED IN CONNECTING WITH US BUT YOU DON'T LIVE IN THE SACRAMENTO AREA? Not a problem! With the help of Citrix GoToMeeting we can hold live meetings via the phone, computer, or tablet from anywhere in the world. My long distance clients and clients who travel a lot love the ease of working with me from all over the globe. We can also take care of other logistics like paperwork via email, mail or fax. Click here to see how easy it is to partner with us using these tools. HAVE A QUESTION Name Email Address Phone Question Thank you! Oops! CONTACT Iron Point Financial Advisors, Inc. Office: (916) 932-4101 ext 4 Toll-Free: (877) 932-4101 ext 4 Fax: (916) 608-4247 1110 Iron Point Road Suite 160 Folsom, CA 95630 CA Insurance License #0F68061 nick@ironpointadvisors.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators * All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Nick A Weber, CFP®, AIF®, CRPS®, The Investment Fiduciary standard of care applies to advisory services only. Financial Advisors and Registered Representatives associated with Iron Point Financial Advisors, Inc. offer advisory services through Securities America Advisors, Inc. and offer securities through Securities America, Inc., member FINRA/SIPC. Iron Point Financial Advisors, Inc., is not an affiliated entity of the Securities America companies. California Insurance License #0F68061 This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.