(916) 932-4101 ext 4
Links to the resources/websites available for our individual clients.
Links to the resources/websites available to our company sponsored investment participants.
Links and resources/websites available to our companies sponsoring retirement/investment plans.
We manage investments for individuals and companies. Click below to learn more
We use top of the line financial planning software for our clients. Check out the resources we provide.
We establish and manage company sponsored retirement and college saving plans for businesses.
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!
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.
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.