The Weber Wealth Management Group

Focus On Corporate Executives and Business Owners

For corporate executives, we offer guidance for diversification\* of concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other bank\-related needs. For those nearing retirement, we consider inflation, health care costs and other factors to help them pursue desired lifestyles. We are available to talk with clients and explore potential opportunities with them.~\*Diversification does not ensure a profit or protect against loss in declining markets.~

Capabilities

Our capabilities are designed to support clients facing complex financial decisions, particularly when a significant portion of wealth is concentrated in a single stock. For executives of public companies—especially within the transportation sector, as well as individuals affiliated with defense\-related industries—we provide a framework for evaluating key financial choices, including when and how to diversify concentrated positions to help manage risk, and considerations around borrowing against their concentrated stock as part of a broader strategy. We place these decisions within the context of each client's overall financial picture, including retirement planning, long\-term objectives, and evolving circumstances. By integrating planning, investment guidance, and access to lending and banking solutions through Merrill and Bank of America, we help clients coordinate multiple aspects of their financial lives in a thoughtful and structured way. Our focus is on providing clarity around available options and supporting informed decision\-making as clients navigate both opportunities and uncertainties over time.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition