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The Weber Wealth Management Group

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Merrill Lynch

The Weber Wealth Management Group

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Merrill Lynch
Wealth Management

The Weber Wealth Management Group provides our clients with a high quality wealth planning experience that strives to make the complexities of financial life easier to understand.

The Weber Wealth Management Group

Welcome

We focus on developing a customized financial approach for high-net-worth individuals and business owners. While we understand the latest trends, risks and potential opportunities, we believe that when it comes to managing wealth, the most important thing is understanding you. We strive to build a long-term relationship as we help you navigate financial complexities. We take the time to get to know you – your unique concerns, priorities, risk tolerance, time horizons, liquidity needs and financial resources. As your life needs and market conditions change, we will meet to track progress and adjust your approach, as needed.

Philosophy

No two people are alike. Consequently, there is no singular wealth management strategy  that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, goals and what you want to accomplish over time, only then can we best help you to identify and address both financial challenges and opportunities. To that end, we will thoughtfully employ our experience and combined resources of both Merrill and the Bank of America to help guide you.

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Our  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Focus On Corporate Executives and Business Owners

For corporate executives, we offer guidance for diversification* of concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other bank-related needs. For those nearing retirement, we consider inflation, health care costs and other factors to help them pursue desired lifestyles. We are available to talk with clients and explore potential opportunities with them.


*Diversification does not ensure a profit or protect against loss in declining markets.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Heather Weber

Barron’s Top 1,200 Financial Advisors in 2016 and 2017

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Christopher S Woods

Christopher S Woods

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #158135

Past Events

Virtual Wine Tasting with Laura Maniec

September 2nd, 2020|5:30 PM - 7:00 PM

Virtual Wine Tasting with Laura Maniec

We are thrilled to announce an exclusive virtual evening with Laura Maniec, Master Sommelier and co-owner of Corkbuzz on Wednesday, September 2nd. Since opening Corkbuzz, The Wall Street Journal called Maniec the "It Girl" of the New York wine scene, Crain's New York Business honored her as one of their "40 Under 40", Food & Wine magazine named her one of 2013's "Sommeliers of the Year" and Wine Enthusiast included her in their list of "Top 40 Tastemakers Under 40". Laura will lead guests through a tasting, similar to the final test before receiving your Master Sommelier accreditation.

Virtual WebEx: Conference number and WebEx link details will be provided to confirmed attendees.

Please RSVP your attendance to your Financial Advisor with your preference of Red or White wine by Wednesday, August 19th.


    Federal Government Relations

    September 17th, 2020|4:00 PM - 5:00 PM

    Virtual WebEx:
    Conference number and WebEx link details will be provided by your
    Financial Advisor
     
    Jim Carlisle is a Senior Vice President in the Federal Government Relations Department of Bank of America. In this role, Jim has responsibility for managing the bank’s relationship with federal elected officials, working closely with business units to analyze the impact of pending legislation, and developing strategies to promote public policies that benefit the bank’s customers, associates, and shareholders.

      Your Financial Approach

      We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

      FAMILY
      Taking care of your family and other people in your life
      • Trust & Estate Planning Services4
      • Education Funding1
      • Insurance3
      HEALTH
      Planning for healthcare expenses now and in the future
      • Long-term Care Insurance3
      • Health Savings Account2
      • Disability Insurance3
      HOME
      Upsizing, downsizing, remodeling or buying a vacation home
      • Home Loans2
      • Home Equity Lines of Credit2
      • Securities-Based Lending2
      • Credit Cards2
      WORK
      Working in retirement, selling or starting a business
      • Bank of America Business Banking2
      • Exchange Funds1
      • Concentrated Stock Management1
      • Succession Planning1
      LEISURE
      Spending your free time in meaningful ways
      • Credit Cards2
      • Securities-Based Lending2
      • Structured Lending2
      GIVING
      Volunteering, mentoring others and giving to charities
      • Donor-Advised Funds4
      • Private Foundations4
      • Charitable Trusts4
      FINANCE
      Using your finances to bring it all together
      • Merrill Investment Accounts1
      • Investment Advisory Accounts1
      • Alternative Investments1
      • Exchange-Traded Funds1
      • Mutual Funds1
      • Closed-end Funds1
      • Fixed Income Products1
      • Options1
      • Annuities3
      • Impact Portfolios1
      • Market-Linked Investments1
      • Securities-Based Lending2
      • Margin1
      • Home Loans2
      • Bank of America Checking and Savings Accounts2
      • Credit Cards2
      • Online Account Access1,2

      1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
      2 Banking, mortgage and home equity products offered by Bank of America, N.A.
      3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
      4 Trust and fiduciary services are provided by Bank of America Private Bank.

      Staying on Track

      We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


      Periodic reviews to help you
      stay on track

      We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


        Monitoring changes in your life
        and to your goals

        Your life and goals change. As these changes occur, we can update your approach to reflect them.

        Wealth Management Your Way

        MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

        Your advisor is a click away within our site or mobile apps

        You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

        Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

          Let’s Have a Conversation

          Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

          Why Merrill?

          As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


          Merrill_Capabilities_Brochure.png  

          We put you first, every day.
          Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

          Personalized advice from a dedicated financial advisor.

          We get to know you and your family, your financial situation and what matters most to you.

          A comprehensive approach, built around your life’s priorities.

          Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

          Adjusting your investment approach as your life and the markets change.

          We will work to help you stay on track, regardless of what the markets are doing.