Perpetuating
Prosperous Futures

We’ve been here for the long game, and we’re still ahead. That’s the Weber Gold Standard ™.

Recent WGM Insights

Ultra High Net Worth Financial Advisors

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Ultra High Net Worth Financial Advisors

[/vc_column_text][qodef_section_title type=”standard” position=”” custom_class=”my-md-4 text-white” caption=”Weber Global Management” caption_color=”#ffffff”][/vc_column_inner][vc_column_inner width=”1/2″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row el_class=”pt-0 sm-pt-0 tb-pt-0″ css=”.vc_custom_1630537094826{background-color: #f8f8f8 !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column el_class=”py-5 sm-pt-0 tb-pt-0″][vc_row_inner row_content_width=”grid” el_class=”pb-lg-5 inner-text-navy”][vc_column_inner width=”1/2″ offset=”vc_col-lg-6 vc_col-md-12″][vc_column_text el_class=”pb-5 sm-pb-0″]

Ultra High Net Worth 
Financial Advisors

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-6 vc_col-md-12″][vc_column_text el_class=”inner-text-navy mt-4″]As Ultra High Net Worth financial advisors, and as UHNW investors ourselves, we understand that with greater wealth comes greater financial complexity. We specialize in balancing the many unique needs of the uncommonly wealthy, providing financial planning strategies, reasoned investment guidance, and wealth management services designed specifically for those with over $30 million in assets.

Whether you’re focused on building your legacy, minimizing risk, optimizing tax savings, or formalizing succession plans, the preservation of your wealth and legacy requires thoughtful counsel from financial advisors with a high level of knowledge and experience in working with your level of wealth.

Weber Global Management provides comprehensive portfolio management and financial planning based on our meticulous analysis of unpredictable markets, evolving tax landscapes, custom estate planning needs, and your long-term wealth goals. Our strategies aim to reduce financial risk while building wealth over time to preserve your legacy for generations to come.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row el_class=”pt-0 sm-pt-0 tb-pt-0″ css=”.vc_custom_1630537111120{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column el_class=”pt-5 sm-pt-0 tb-pt-0″][vc_row_inner row_content_width=”grid” el_class=”inner-text-navy”][vc_column_inner width=”1/2″ offset=”vc_col-lg-6 vc_col-md-12″][vc_column_text el_class=”pb-5 sm-pb-0″]

Meet Your
UHNW Advisor

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-6 vc_col-md-12″][vc_column_text el_class=”inner-text-navy mt-4″]When it comes to money management for the ultra-wealthy, there is an additional level of education around the nuances and complexity of a UHNW individual or family that only an experienced financial advisor who is also in the UHNW category can provide. As wealth managers and advisors with personal experience in the UHNW classification, we can relate to our clients on a financial level, giving us a distinctive edge in the money management space for the wealthy.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_single_image image=”6390″ img_size=”full” css_animation=”fadeIn” el_class=”logo-bg”][vc_row_inner row_content_width=”grid” el_class=”py-10 sm-pb-5″][vc_column_inner el_class=”pr-lg-5 sm-pb-5″ width=”1/2″][vc_single_image image=”6793″ img_size=”full” el_class=”img-full”][/vc_column_inner][vc_column_inner el_class=”pl-lg-5″ width=”1/2″][vc_column_text el_class=”py-4″]

Chris Weber

[/vc_column_text][vc_column_text]Chris Weber has a lifetime of experience investing, and an exceptional track record to match. Financially independent by his early twenties, Chris turned $650 that he earned delivering newspapers into multiple millions in net worth. He has since used his experience and finely-tuned financial skills to help his UHNW clientele build their wealth and protect their legacy, accurately predicting major market moves including the Great Recession.

Chris takes a humble approach to life and investing, creating financial plans through his clients’ perspectives, aligning their goals and anticipated results with their personal long-term goals. He is also the author of the Weber Global Opportunities Report, a bi-weekly newsletter offering straightforward, prescient guidance for money management and investments in volatile markets.

Through his years of personal experience accumulating and growing wealth and understanding the forces and trends of the markets, Chris provides discerning, individualized financial advice to his select clients.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row el_class=”flip-columns flex-full pb-5 mt-3 sm-pt-0 sm-mt-0 sm-pb-0 tb-pt-0 tb-mt-0″][vc_column width=”2/3″ offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″ el_class=”full-on-tablet mt-auto”][vc_row_inner el_class=”qodef-row-grid-section float-lg-right mx-auto full-on-tablet tab-px-5 flip-title sm-pt-0″][vc_column_inner offset=”vc_col-lg-6 vc_col-md-6 vc_hidden-md vc_hidden-sm vc_hidden-xs”][/vc_column_inner][vc_column_inner el_class=”pl-0 full-on-tablet mt-auto” offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″][vc_column_text el_class=”sm-pt-4″]

What Our UHNW
Advisors Handle 

[/vc_column_text][vc_column_text el_class=”pr-xl-5 mr-xl-5 navy-inner-text mt-5 sm-mt-0 sm-pt-4″]We provide comprehensive financial planning, investment, and wealth management services to our network of Ultra-High Net Worth clients, with strategies aimed to help you grow your wealth, protect it in irrational markets, and preserve it for future generations.[/vc_column_text][vc_column_text el_class=”pt-5 sm-pt-4″]

Investment Management

[/vc_column_text][vc_column_text el_class=”pr-xl-5 mr-xl-5 navy-inner-text mt-4 sm-mt-0 sm-pt-4″]Our investment management services help our clients develop and maintain a balanced, thriving portfolio that can weather volatile markets and continue growing long-term. We begin by designing an investment strategy personal to you, focusing on a broad range of asset classes that may include ETFs and mutual funds, bonds, stocks, options, and less common asset classes including commodities such as gold and silver, collectible artwork, and foreign currencies. We maintain close attention to each portfolio, making adjustments and rebalancing as needed based on macro-market trends discovered through our methodical global analysis.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″ offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″ el_class=”full-on-tablet vc-pt-0 pl-0 mt-auto sm-pt-0″][vc_single_image image=”6866″ img_size=”full” alignment=”center” el_class=”full-on-tablet fw-img mw-1000 sm-pt-0″ css=”.vc_custom_1630698674298{padding-top: 0px !important;}”][/vc_column][/vc_row][vc_row el_class=”pb-5 pt-2 mt-2 mt-auto flex-full sm-pt-0 sm-mt-0″][vc_column offset=”vc_col-lg-6 vc_col-md-12″ el_class=”column-flip”][vc_single_image image=”6867″ img_size=”large” alignment=”center” el_class=”pr-xl-5 img-full mt-5 pt-3 tab-img-stretch sm-pt-0 mw-1000″][/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″ el_class=”float-list-container pt-5 pl-xl-5 pt-6 mt-auto sm-pt-5 full-on-tablet tab-px-5 tb-pb-5″][vc_column_text el_class=”sm-pt-4″]

Financial Planning

[/vc_column_text][vc_column_text el_class=”pl-xl-0 pl-lg-0 floating-list mt-4 sm-pt-4 sm-mt-0″]Our financial planning services start with your unique story, including your current financial picture, long-term wealth goals, and the legacy you plan to leave behind so we can formalize the ideal strategies needed to make these goals a reality.

Our financial advisors can help with insurance planning by assessing current and evolving risk and evaluating the types of insurance you may need, from disability and healthcare to property insurance. We can also create a budgeting plan for you and your family members so you can live within your means while accruing wealth. Your financial planning may also include education funding planning, charitable giving, and other customized services based on your individual circumstances.[/vc_column_text][vc_column_text el_class=”pt-5 sm-pt-4″]

Wealth Management

[/vc_column_text][vc_column_text el_class=”pl-xl-0 pl-lg-0 floating-list mr-4 sm-pt-4 mt-4 sm-mt-0″]Ultra-High Net Worth individuals like you have needs distinct from the financial advisory needs of the average client, even those with High Net Worth. Weber Global Management provides comprehensive wealth management services that meet these unique needs, from estate planning and tax planning to risk management. We also offer offshore wealth management within Swiss banks, which provides exceptional global benefits to any client looking to ensure portfolio preservation regardless of economic changes.[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”flip-columns flex-full py-5 mt-5 sm-pt-0 sm-mt-0 sm-pb-0 tb-pt-0 tb-mt-0″ css=”.vc_custom_1626120425547{background-color: #f8f8f8 !important;}”][vc_column width=”2/3″ offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″ el_class=”full-on-tablet mt-auto pb-5″][vc_row_inner el_class=”qodef-row-grid-section float-lg-right mx-auto full-on-tablet tab-px-5 flip-title sm-pt-0″][vc_column_inner offset=”vc_col-lg-6 vc_col-md-6 vc_hidden-md vc_hidden-sm vc_hidden-xs”][/vc_column_inner][vc_column_inner el_class=”pl-0 full-on-tablet mt-auto” offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″][vc_column_text]

How to Hire a
UHNW Advisor

[/vc_column_text][vc_column_text el_class=”pr-xl-5 mr-xl-5 navy-inner-text mt-5 sm-mt-0 sm-pt-4″]If you have accumulated the extraordinary wealth of an UHNW investor, your money management needs will differ from the standard financial advisor’s clientele. At Weber Global Management, we specialize in developing financial strategies to grow and protect this remarkable wealth, working exclusively with HNW and UHNW individuals and families.

When you’re searching for the right financial advisor, you want to find a team that is skilled and experienced in working with clients of similar net worth, and they should have a successful track record of money management and UHNW investing to support their claims.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″ offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″ el_class=”full-on-tablet vc-pt-0 pl-0 mt-auto sm-pt-0 pb-5 tb-pb-0 sm-pb-0″][vc_single_image image=”6868″ img_size=”full” alignment=”center” el_class=”full-on-tablet fw-img mw-1000 sm-pt-0″ css=”.vc_custom_1630698741945{padding-top: 0px !important;}”][/vc_column][/vc_row][vc_row el_class=”mt-auto flex-full sm-pt-0 sm-mt-0 tb-pt-0 tb-mt-0 pb-10″ css=”.vc_custom_1630532314981{background-color: #f8f8f8 !important;}”][vc_column offset=”vc_col-lg-6 vc_col-md-12″ el_class=”column-flip sm-pt-inner-0″][vc_single_image image=”6869″ img_size=”large” alignment=”center” el_class=”pr-xl-5 img-full sm-mt-0 sm-pt-0 tab-img-stretch tb-pt-0 tb-mt-0 mw-1000″][/vc_column][vc_column offset=”vc_col-lg-6 vc_col-md-12″ el_class=”float-list-container pl-xl-5 pt-6 mt-auto full-on-tablet tab-px-5″][vc_column_text el_class=”mr-xl-5 pl-xl-0 pl-lg-0 floating-list”]In addition to our combined first-hand experience managing high-value accounts and portfolios, our financial advisors have also passed the series 65 exam, granting us the title of qualified Investment Advisor Representatives. We are true fiduciary partners with our clients’ best interests in mind – accruing wealth, preserving capital, and protecting your estate for future generations.

Before you select a UHNW financial advisor, you want a firm understanding of their client experience to ensure it aligns with your goals and expectations for their financial advising process.

Here at Weber Global Management, we provide a white-glove, boutique investment process that involves a high-touch, customized client experience driven by the realities of a UHNW lifestyle.

If you’re ready to work with a financial advisory team that deeply understands the intricacies of the UHNW financial picture and provides a seamless client experience, reach out to our team.[/vc_column_text][/vc_column][/vc_row][vc_row el_class=”sm-pt-0 tb-pt-0″ css=”.vc_custom_1630531915805{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column el_class=”py-5 sm-pt-0 tb-pt-0″][vc_row_inner row_content_width=”grid” el_class=”inner-text-navy pl-xl-5″][vc_column_inner width=”1/2″ offset=”vc_col-lg-6 vc_col-md-12″][vc_column_text el_class=”pb-5 sm-pb-0″]

Financial Planning
Tips for Ultra High
Net Worth Individuals

[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”pr-xl-5 pl-xl-4″ width=”1/2″ offset=”vc_col-lg-6 vc_col-md-12″][vc_column_text el_class=”inner-text-navy mt-4″]Ultra High Net Worth clients demand a management strategy for their wealth that is as exceptional as the methods used to acquire it. Following standard financial advice by the book won’t lead to the distinct returns and protections you require. Here are four financial planning tips personalized to individuals with this high level of wealth:[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row el_class=”sm-pt-0″ css=”.vc_custom_1626011389632{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column el_class=”sm-pt-0 xl-pt-3 sm-pt-inner-0 hide-inner-bg”][qodef_interactive_banners items=”%5B%7B%22title%22%3A%22Create%20a%20Customized%20and%20Comprehensive%20Financial%20Plan.%22%2C%22description%22%3A%22There%E2%80%99s%20no%20one-size-fits-all%20approach%20for%20this%20level%20of%20wealth%2C%20and%20working%20with%20an%20experienced%20financial%20advisor%20can%20help%20personalize%20a%20plan%20built%20around%20your%20needs%20and%20ultimate%20goals.%20%22%2C%22link_target%22%3A%22_self%22%2C%22image%22%3A%226870%22%7D%2C%7B%22title%22%3A%22Consolidate%20Assets%20Under%20One%20Trusted%20Financial%20Advisory%20Team.%22%2C%22description%22%3A%22While%20many%20UHNW%20individuals%20believe%20that%20opening%20different%20accounts%20across%20various%20financial%20institutions%20will%20mitigate%20risk%20and%20diversify%20their%20investments%2C%20portfolio%20diversification%20comes%20from%20how%20you%E2%80%99re%20investing%2C%20not%20where%20the%20accounts%20are%20held.%20Consolidating%20your%20assets%20with%20one%20trusted%20financial%20advisor%20will%20keep%20fees%20lower%2C%20streamline%20admin%20tasks%2C%20and%20make%20investment%20planning%20more%20efficient%20and%20profitable.%22%2C%22link_target%22%3A%22_self%22%2C%22image%22%3A%226870%22%7D%2C%7B%22title%22%3A%22Set%20your%20Children%20Up%20for%20Success.%22%2C%22description%22%3A%22Instilling%20financial%20responsibility%20is%20key%20to%20ensure%20your%20wealth%20lasts%20beyond%20your%20generation.%20This%20may%20involve%20monthly%20budgets%20for%20family%20members%2C%20educating%20them%20on%20financial%20growth%20and%20protection%20strategies%2C%20or%20teeing%20them%20up%20to%20become%20responsible%20business%20successors.%20%22%2C%22link_target%22%3A%22_self%22%2C%22image%22%3A%226870%22%7D%2C%7B%22title%22%3A%22Utilize%20Gifts%20and%20Charitable%20Donations.%22%2C%22description%22%3A%22A%20great%20way%20to%20utilize%20surplus%20assets%20while%20also%20reaping%20tax%20benefits%20is%20through%20gifting%20and%20charitable%20donations.%20You%20may%20decide%20to%20set%20up%20philanthropic%20funds%20or%20max%20out%20your%20annual%20gift%20exemption%20to%20distribute%20your%20assets%20in%20a%20way%20that%20will%20minimize%20your%20tax%20burden.%22%2C%22link_target%22%3A%22_self%22%2C%22image%22%3A%226870%22%7D%5D”][/vc_column][/vc_row][vc_row el_class=”flip-columns flex-full pt-5 mt-5 pb-10 sm-mt-0 sm-pb-0 sm-pt-inner-0 mb-5 tb-mt-5″][vc_column width=”2/3″ offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″ el_class=”full-on-tablet mt-auto”][vc_row_inner el_class=”qodef-row-grid-section float-lg-right mx-auto full-on-tablet tab-px-5 flip-title sm-pt-0 tb-pb-0″][vc_column_inner offset=”vc_col-lg-6 vc_col-md-6 vc_hidden-md vc_hidden-sm vc_hidden-xs”][/vc_column_inner][vc_column_inner el_class=”pl-0 full-on-tablet mt-auto” offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″][vc_column_text el_class=”sm-pt-4″]

UHNW Financial
Advisors at Weber
Global Management

[/vc_column_text][vc_column_text el_class=”pr-xl-5 mr-xl-5 navy-inner-text mt-5 sm-mt-0 sm-pt-4″]While other financial advisors offer standard services to a wide range of clients, Weber Global Management works closely with a select clientele of HNW and UHNW individuals and families with a focus on growing and preserving this extraordinary level of wealth.

Chris Weber provides financial advising and investing experience, a reasoned, long-term approach to wealth management, and a best-in-class client experience. As you consider your financial future, reach out to Weber Global Management to learn more about how we can develop a customized strategy to meet your deserved goals.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″ offset=”vc_col-lg-6 vc_col-md-12 vc_col-xs-12″ el_class=”full-on-tablet vc-pt-0 pl-0 mt-auto sm-pt-0″][vc_single_image image=”6871″ img_size=”full” alignment=”center” el_class=”full-on-tablet fw-img mw-1000 sm-pt-0″ css=”.vc_custom_1630698871410{padding-top: 0px !important;}”][/vc_column][/vc_row][vc_row content_placement=”bottom” simple_background_color=”#fcfcfc” el_class=”px-4 px-md-0″][vc_column width=”1/2″ offset=”vc_col-lg-6″][vc_row_inner content_placement=”bottom” el_class=”py-lg-5 py-4 contact-sec qodef-row-grid-section float-right”][vc_column_inner width=”1/2″ offset=”vc_col-lg-6″][/vc_column_inner][vc_column_inner el_class=”pr-lg-5″ width=”1/2″ offset=”vc_col-lg-6″ css=”.vc_custom_1606717339274{padding-left: 0px !important;}”][qodef_section_title type=”standard” position=”” caption=”CONTACT US”][vc_column_text el_class=”pr-xl-5 mr-xl-5″]

We’ve Been Here for
the Long Game

Weber Global Management are investors for investors. Chris is a living examples of multi-million dollar success. Complex, volatile markets means wealth should never be taken for granted, which is why investors globally look to us for proactive risk management, diversifications strategies and meticulous global analysis.

Preserve your prosperity for future generations. Start your legacy today.[/vc_column_text][vc_separator el_class=”py-4″][qodef_elements_holder holder_full_height=”no” number_of_columns=”two-columns” switch_to_one_column=”” alignment_one_column=”” custom_class=”clm2″][qodef_elements_holder_item][qodef_icon_list_item icon_pack=”linear_icons” linear_icon=”lnr-phone-handset” icon_size=”20″ title=”385.368.7690″ text_hover_color=”” link=”tel:3853687690″ title_padding=”30″][/qodef_elements_holder_item][qodef_elements_holder_item][qodef_icon_list_item icon_pack=”linear_icons” linear_icon=”lnr-envelope” icon_size=”20″ title=”Investor Services” text_hover_color=”” link=”mailto:clientservices@weberglobal.com” title_padding=”30″][/qodef_elements_holder_item][/qodef_elements_holder][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/2″ offset=”vc_col-lg-6″][contact-form-7 id=”5″][/vc_column][/vc_row]