Wealth planning strategies for individuals and families

The Weisberg Group Richard J. Weisberg, Edison Martinez, Kathleen Morretta

The Weisberg Group


phone

239-254-7102



phone

855-372-5622





address

801 Laurel Oak Drive
5th Floor
Naples, FL 34108



What are the questions that keep you up at night? No matter what your financial goals, we’re here to listen, talk it over and recommend the planning strategies that can help you achieve them.

Planning keeps your goals on track

Using our proprietary planning solution, The Financial Goal Analysis (FGA), uncover all the critical information that impacts our understanding of you, your needs and priorities.

We then identify your key goals—from retirement income and transitioning your business to estate planning and philanthropy and integrate them into a single, long-term plan of action that will guide us forward. We’ll also coordinate with your legal and tax advisors, or our own professional network of specialists should you need it.

Risk management shapes your investment strategy

As senior Advisors within UBS’s Portfolio Management Program (PMP), we understand the disciplines of risk management, portfolio diversification and prudent manager selection.

Clients in this program prefer to delegate the day-to-day managment of their portfolios to us on a discretionary basis. Our recommended asset allocation is always based on your personal time horizon, objectives and risk concerns. We can adjust your asset mix if the markets, your goals or personal circumstances change.

Communication and care define our relationship

Expect a level of attention and service that can be hard to come by these days.

It begins with communication—staying accessible when you need us and keeping you informed at all times. From current financial reporting and quickly returned calls and requests to ongoing problem solving with your accounts or other matters, each of us stays actively engaged and takes a very hands-on approach.



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