wiseradvisor

Cameron  Buetel,CFP®
Ubs

Tel: (561) 367-1875
1800 North military Trail
Suite 300
Boca Raton, FL 33431

Advise Beyond Investing

Ubs | Financial Advisor in Boca Raton ,FL


About Ubs

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Clients have access to a wide range of products from the world’s leading third-party institutions that complement UBS’s own offerings.


General Information

Firm Start Year:   1983
No.of Employees:   2-4
States Licensed in:   AK, AL, AZ, CA, FL, GA, MA, MD, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX
Number of Years with Current Firm:   2
Work Experience:   With more than 50 years of collective financial services industry experience, The Buetel Wealth Management Group has been helping individuals and their families as well as other successful professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.

We are here to provide quality strategies customized to your needsand to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions and extensive wealth management experience.
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Options & Futures, Bonds, Stocks, Insurance, Mutual Funds, Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your home, At your office, Via phone


Qualifications & Memberships

Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500000
Compensation Methods:   Flat Fee, Based on Assets


Education

Bachelor of Science  - Management  PBSC
-



Faqs

  • What are your qualifications? What is your education background? I am a "CERTIFIED FINANCIAL PLANNER" meaning I've taken graduate-level financial courses and passed the CFP examination. I attended The University of North Florida and Florida Atlantic University. I hold a Bachelor's degree in Financial Management.
  • What is your approach to financial planning? Our approach to financial planning is highly consultative. Our mission is to go beyond the numbers and to understand what truly matters most to our clients. Your investment goals are important to us at The Buetel Wealth Management Group. We understand that risk tolerance and time horizons vary from one person to the next. We learn about each client, so that we may design truly customized portfolios. Our portfolios are not "off the shelf" solutions, they are meticulously tailored to each client based on their individual circumstances. We educate our clients about every aspect of their portfolio. We believe our clients deserve to know why we are making a recommendation.
  • What services do you offer? We offer holistic wealth management strategies. Over the course of our relationship we will discuss financial planning, retirement goals, education planning, insurance needs, estate planning, portfolio management, and how the above areas reflect your family values.
  • How do you charge for your services? As an investment advisor, I am a fiduciary who places client interests above my own. My core financial planning and investment management services are charged based on a flat or asset-based fee. If clients purchase insurance or annuities, I receive a commission from the insurance carrier.
  • Why should I choose you as my financial advisor? I'm an honest, hardworking, empathetic person who genuinely likes helping people. I am a "CERTIFIED FINANCIAL PLANNER" which means that when I provide financial advice to a client I act in their best interests. I believe that every client deserves respect, honesty, transparency, and an advisor who will deliver first class service.
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Cameron  Buetel,CFP®

Cameron  Buetel,CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant, PMP Portfolio Manager

Cameron's focus is on developing and implementing innovative and customized financial strategies for a diverse group of affluent individuals, their families and businesses, as well as, understanding the unique needs of professional athletes.

My Services

Financial Advice & Consulting

With more than 50 years of collective financial services industry experience, The Buetel Wealth Management Group has been helping individuals and their families as well as other successful professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.


Financial Planning for Individuals

We are here to provide quality strategies customized to your needsand to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first- class solutions and extensive wealth management experience


Portfolio Management

Brian is a portfolio manager in the Portfolio Manager Program at UBS and in 2014 was recognized by Barron's as "One of America's Top 1200 Advisors"


My Team

Brian  Buetel
Brian Buetel Senior Vice President
As the founding member of The Buetel Wealth Management Group at UBS in 2017, Brian brings over three decades of experience to his clients from a career that began at Merrill Lynch in 1984. Brian's focus is on developing and implementing innovative and customized financial strategies for a diverse group of affluent individuals, their families and businesses, as well as, understanding the unique needs of professional athletes. Brian brings over 34 years of specialized experience in ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Boca Raton Boynton Beach
Dania Deerfield Beach
Delray Beach Fort Lauderdale
Hollywood Lake Worth
Palm Beach Pompano Beach
Sunrise Wellington
West Palm Beach

Awards & Recognitions

Barrons
(01/01/2014)

Brian Buetel was recognized as "One of America's Top 1200 Advisors". by Barron's Magazine