What We Do

Our Services

As independent financial advisors, we focus on goal-oriented planning for various stages of life. Our extensive tax and business background enables us to view your financial goals in a broader scope to advise you on the appropriate investment opportunities to help increase your potential return.

Investment Management

We start with your goals in mind. Integrating our tax expertise and taking an unbiased approach allows us to view your finances in a much broader scope.

Retirement Planning

Our expertise in tax and wealth management drives our commitment to precision when the time comes to convert assets into income.

Tax Planning

Let WeberMessick design a customized tax strategy to give you the confidence to achieve your goals. We understand the intricacies involved in effective tax planning. Whether you are striving to accumulate assets, focusing on preserving capital, or looking for an effective wealth distribution strategy, our team can help.

Risk Management

Let the professionals at WeberMessick help you protect against the “what-ifs” in life. Asset allocation, employee retention strategies, ensuring your loved ones are protected — we have the expertise to design a strategy to fit your needs.

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wealthmanagement@webermessick.com
1740 E. Joppa Rd.
Baltimore, MD 21234
410.933.8811

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