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Efficiency

We understand and respect the value of time. We respect others’ time and we respect our own.
We use highly systematized processes and procedures to serve our clients as efficiently and effectively as possible.
We continuously look for ways to maximize our use of time.

Respect

We extend and receive respect in all of our interactions at all times.
We respect personal and professional boundaries and make our own boundaries clear.
We respect life and invest in a manner that alleviates suffering and conserves the environment.

Wisdom

We continuously discern differences among people and choices.
We maintain the attitude of a learner and seek out the best teachers and mentors to help us make wise choices.

Simplicity

We believe that the simplest sufficient solution is usually the best one.
We look for ways to reduce spending where possible and develop realistic and achievable financial goals so that our clients’ financial plans involve less stress and more living.

Effort

We are proactive and avoid complacency or passivity.
We continuously search for ways to go beyond what’s expected.
We err on the side of giving too much rather than too little.

Efficiency

Respect

Wisdom

Simplicity

Effort

Welcome...

Welcome to our website. Weydert Wealth Management is a business consulting and asset management firm located in Santa Barbara, California.

Our specialty is providing small business owners with answers to strategic business questions and access to institutional-style investment management. By providing a level of expertise normally reserved for major corporations, foundations, and pensions, we serve as the ideal part-time chief financial officer and chief investment officer in one.

Click here to learn more about why The Wall Street Journal, The New York Times, Business Week and others have been coming to us for advice they can trust for over a decade.