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Curt Weil
curt@laseckeweil.com
Lasecke Weil Wealth Advisory Group
624 University Avenue
Palo Alto, CA 94301-
(650) 323-3700
www.laseckeweil.com
Thank you for your interest in the services of our firm. We are comprehensive financial planners and investment advisors offering WealthCare. Our clients tell me that my staff and I take most of the fear and confusion out of managing finances. We provide a high level of very personal service and comfort to a limited number of people, helping them list their goals, organize their financial affairs, manage their investments and follow through cost-effectively on all the details. We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial pressures, time poverty, and an overload of investment information. Our purpose is to provide our clients with wise counsel in the management of their financial affairs so that they may experience satisfaction and peace of mind. We begin by taking you through a gentle information-gathering process, to discover where you are, and where you want to go, financially. There is no charge for this interview, during which we each learn more about one another. Should you then choose to retain us as financial planners, in a series of letters, conferences, and telephone calls, we will recommend the best ways for you to reach your objectives: a college or retirement fund, asset management or estate planning, for instance. Where it is appropriate, we’ll provide you with access to other qualified professionals for legal, banking, accounting, or insurance services and coordinate their efforts for you, in order to save you time and money. As an investment manager, initially we act primarily as an advisor on strategy (see Note), subsequently retaining and monitoring appropriate investment counsel or mutual funds to implement it. Our primary responsibility to you is to manage risk. We use no-load mutual funds where possible, (including some load funds available on a no-load basis to our clients,) keeping your costs to a minimum. You will also benefit from our use of discount brokerages, institutional funds, and economies of scale. As fee-only financial planners, we bill my time at $300 an hour, with a two-hour minimum. As an asset manager, we charge one and one-quarter percent (1.25%) or less per year of the investments in my responsibility. Minimum account size for active management is $250,000. We do not sell securities or insurance and fully disclose costs or possible conflicts of interest. Our only source of income is fees from clients. Respectfully, Curt Weil, CFP Note: We first assist you in forming an investment strategy appropriate to your needs, tax circumstances, and to your tolerance for risk and complexity. Strategy means forming a view of potential future economic possibilities, and then taking the correct investment posture. Based on the precepts of Modern Portfolio Theory, we believe that, to keep risk to a minimum, you must diversify among various investment areas: cash, U.S. and foreign stocks and bonds, real estate, and natural resources. Our responsibility is to manage the day-to-day tactical matters of selecting, and monitoring the specific investments, typically no-load mutual funds (including index funds), closed-end funds, and individual bonds – taxable or tax-free as appropriate. • Curt Weil is a Certified Financial Planner licensee and a Registered Investment Advisor. Our S.E.C. Form ADV, Part II is available to you on request. Mr. Weil began providing services to investors thirty-seven years ago, in 1967. From 1986 through 1989, he was Regional Director of Financial Planning for E.F. Hutton & Company, with which he spent the first 23 years of his career. He is Adjunct Professor of Personal Financial Planning for the University of California, Santa Cruz, Extension Course Institute. • Mr. Weil is available to serve as a successor trustee and has served frequently as an expert witness, and has developed a body of knowledge in socially responsible (ethical) investing. • Client accounts are held at a brokerage of your choice; we frequently use Charles Schwab & Company because of the low cost and excellent service they provide. Accounts at Fidelity, T.D. Waterhouse, and First Trust are also available. • We have twice been listed among the Top 150 Wealth Managers in the U.S. by Bloomberg. • On a more personal level, Mr. Weil’ involvement in the community is extensive, ranging from being past President of Los Medicos Voladores (the Flying Doctors), through being on the Advisory Board of the Mid-Peninsula YWCA, where he serve as financial advisor. He served on the Finance Committee of All Saints’ Episcopal Church, Chairs the Finance Committee of the Skyline Council, BSA, and has completed his fourteenth gallon donation of blood through the Red Cross (and ten gallons through the Stanford Apherisis Center.) Mr. Weil has built homes with Habitat and renovated others with Christmas in April, works with the Jewish Community Federation and serves on the Palo Alto Airport Commission. Currently, he is active with the South Bay Nation of Men. He first became interested in ethical investing some 19 years ago. • Member: Financial Planning Association (past-President, Silicon Valley Chapter), Social Investment Forum, Financial Planning Forum, Palo Alto Chamber of Commerce, National Center for Financial Education, Friends of the Earth, The Nature Conservancy, Industry Affiliate Member, NAPFA (National Association of Personal Financial Advisors.)