Weber Asset Management Adds Holistic Financial Planning To The Mix

Ken Weber, President, Weber Asset Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss his firm’s approach to investment management, holistic planning, and sustainability. Weber Asset Management is a family-owned boutique investment shop based in Lake Success, NY. The $300 million in assets under management firm uniquely allocates all of its assets to Fidelity no-load mutual funds. “Our strategy is to focus on a small group of fund families and know them inside and out,” says Weber. Recently, the firm has shifted its focus towards holistic financial planning, second generation wealth, and a technology forward client experience. To learn more on this firm, head here.