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 * About
 * Resources
 * Xerox
 * Events
 * Contact
 * Client Login

 * About
 * Resources
 * Xerox
 * Events
 * Contact
 * Client Login
   * Vision 2020/OneView
   * eQuipt
   * Right Capital


DILIGENT  INFORMATIVE  SIMPLE

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WHAT MAKES US DIFFERENT

We manage our firm as a team. There are four of us, and we revenue share vs.
having four completely separate individuals operating independently. This means
when one of us is on vacation or not available the other Advisors regard your
account as one of theirs. 


 Meet Our Team





WEBER WEALTH WORKSHOPS

Being designated a beneficiary or Trustee is a tremendous honor. Your role has
extraordinary influence on maintaining a legacy, but also comes with exposure to
liability. It is our goal to prepare and guide you through the
responsibilities. 


 See Upcoming Dates





SUPPORTING XEROX EMPLOYEES

Mark Weber has worked with Xerox employees and their families since 1991. He is
an authority on navigating the many moving parts of the Xerox RIGP & 401K plan.
He can help you with your strategy from preretirement planning to retirement
status.

 Learn More


TOOLS BUILT TO HELP YOU


SERVICES

See the different products and services our team provides to help you through
every stage of your life.

Get Access


ARTICLES

Our financial newsletters are designed to provide helpful information on a wide
variety of financial topics.

Get Access


VIDEOS

These engaging videos focus on a variety of financial topics and illustrate key
financial concepts and events.

Get Access





LATEST ARTICLES



WHAT ARE SOME TIPS FOR MANAGING MY MONEY?

A sound cash management program uses a disciplined approach: accounting,
analysis, allocation, and adjustment.

Read More





WHAT IS THE ESTATE TAX?

A sound cash management program uses a disciplined approach: accounting,
analysis, allocation, and adjustment.

Read More





WHAT ARE THE PITFALLS OF PROBATE?

The probate process can be lengthy and complex. There are strategies you can use
to help avoid the probate process.

Read More





WHAT IS A REQUIRED MINIMUM DISTRIBUTION?

Required minimum distribution is the annual amount that must be withdrawn...
Save Changes

Read More





MAKE SURE YOU'RE ALWAYS IN THE LOOP WITH WEBER WEALTH ADVISORS.




Enter your email to get your latest updates, articles, and tools we release to
help you in your journey

Sign Up





READY TO CONNECT?        JOIN OUR ZOOM ROOM

 


TOOLS BUILT TO HELP YOU


SERVICES

See the different products and services our team provides to help you through
every stage of your life.

Get Access


ARTICLES

Our financial newsletters are designed to provide helpful information on a wide
variety of financial topics.

Get Access


VIDEOS

These engaging videos focus on a variety of financial topics and illustrate key
financial concepts and events.

Get Access


MAKE SURE YOU'RE ALWAYS IN THE LOOP WITH WEBER WEALTH ADVISORS.




Enter your email to get your latest updates, articles, and tools we release to
help you in your journey

Sign Up





READY TO CONNECT?        JOIN OUR ZOOM ROOM



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© Weber Wealth Advisors. 2022

Securities and investment advisory services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth. Osaic Wealth does not offer tax or legal advice.

Osaic Wealth, Inc. Form CRS 

This communication is strictly intended for individuals residing in the states
of : AK, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, NC, NJ, NM, NV, NY,
OR, PA, TX, UT, VA, WA and WI. No offers may be made or accepted from any
resident outside the specific state(s) referenced.

Neither Weber Wealth Advisors, nor Osaic Wealth, Inc., are affiliated with or
endorsed by XEROX PLEASE NOTE: The link(s) provided is strictly a courtesy. When
you link to any of the websites provided here, you are leaving this website and
assume total responsibility and risk for your use of the website you are linking
to. We make no representation as to the completeness or accuracy of any
information provided at these websites. Nor are we liable for any technical or
system issues or any consequences arising out of your access to or your use of
information and programs made available through this web site.

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