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The Weber Team
The Weber Team
at Morgan Stanley Smith Barney
Consulting Group
500 108th Avenue NE
Suite 1900
Bellevue, WA 98004
tel: 425-451-3320
toll free: 800-328-2802
fax: 425-453-5802
Email Us
Welcome Meet Our Group Services
Welcome

 

We work with professionals and retirees to help them attain the secure lifestyle they need in these times of massive uncertainty.  Our clients have entrusted us with a wide range of their financial issues. We hope that gives them the confidence to spend time on the work they enjoy and with the people they love. 

In over 25 years in practice, we have developed and refined a multi-step wealth management process.  We listen intently and thoroughly to your dreams and fears.  We address investment management, wealth transfer and charitable goals.  We have assembled a team of experts in an ongoing process of working with a few families where we can have a huge positive impact.

We are happy to have a conversation, sit down with you, and explore the possibility of working together.

Services
  • Financial Planning
  • Estate Planning
  • Lending Services
  • Business Planning
  • Wealth Management
  • Philanthropic Services
  • Trust Services and Accounting
  • Private Banking
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  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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Morgan Stanley Smith Barney
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