Whether you’ve reached your financial targets or are still sorting out your financial future, you’ve probably discovered that
the rules of the game have changed. Your financial needs are becoming more complex every day. Mark Weber is a
Registered Representative and an Investment Adviser Rep for Commonwealth Financial Network. How can that make a
difference? When it is time to make a change in your planning strategy, you’ll have the guidance you need to make
informed decisions because every investment decision you make carries tax consequences, and our expertise in tax law
can help you make more informed choices about your portfolio. Mark will always take the time to discuss the advantages
and disadvantages of various options, and to help you determine realistic expectations for results. Building and preserving
your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that
helps manage risk, potentially improve performance, growth and longevity of your wealth.
With our clients’ increased wealth of the 1990s, estate planning has become a significant part of our practice. Our
comprehensive estate planning services include helping clients to establish and implement the estate planning strategies
that work best for them. We do not, however, draft any legal documents. We refer clients to an appropriate estate
planning attorney, as required. Weber, Shapiro & Company has the knowledge and resources to answer your
questions…and to ask the right ones in return. Together, we’ll develop a practical plan for achieving one powerful goal—
your financial security. We are always available to assist our clients in their roles as executors. We can help with
administration and prepare all the required returns.
This communication is strictly intended for individuals residing in the States of:
CA, CT, FL, NJ, NY, PA, RI.
No offers may be made or accepted from any resident outside these states due to various state requirements
and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network, a member
FINRA/
SIPC, a Registered Investment Adviser.