Colleen Weber CPA LLC

06/03/2026

By failing to optimize the “how” and “when” of financial decisions, it is easy to send hundreds of thousands of dollars to the IRS unnecessarily.

Prioritizing tax efficiency is the key to stopping these avoidable leaks. Here are seven of the most common ways wealth is drained.

Plug the financial holes that are draining your wealth. Colleen Weber CPA, CFP® is a fee-only CPA and financial advisory firm based in Chanhassen, MN.

06/02/2026

Want your 401(k) to work harder for you? These 3 smart planning tips can help accelerate growth without overhauling your entire strategy.

Learn 3 smart 401(k) planning tips. Colleen Weber, CFP® is an independent fee-only CPA and financial advisory firm in Chanhassen, MN.

06/01/2026

Interested in learning what it would be like to work with our team?

Check out our client stories for first-hand accounts!

Learn why people choose to work with us.

05/29/2026

Many of our clients are unsure how to leverage or optimize equity compensation in their portfolios.

Here are five tips to help you begin making the most of your equity compensation benefits.

Learn how to incorporate equity compensation into your financial planning. Colleen Weber is a financial advisor in Chanhassen, Minnesota.

05/27/2026

How much stock from one company is safe to own?

There’s no easy answer to that question, but there’s no denying that when you concentrate your investments on an individual stock, the risk goes way up.

Diversifying your portfolio is one of the most important things you can do to shield your investments. Learn more here!

05/25/2026

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

05/22/2026

Don’t let uncertainty stand in the way of your financial goals. Set up a consultation today and discuss the path forward.

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05/20/2026

The backdoor Roth IRA is a strategic financial move allowing individuals to grow wealth tax-free. By utilizing this method, individuals with higher incomes can contribute to a Roth IRA, even if they exceed the income limits.

Unlock tax-free growth with a backdoor Roth IRA! Discover how this strategy can pave the way for building wealth without the tax bite.

05/18/2026

Estate planning plays a pivotal role in preserving and transferring wealth across generations.

In this article, we review how sophisticated estate planning strategies serve wealth preservation and transfer at each stage of life. Check it out!

Learn the value of estate planning at every stage of life. Colleen Weber is a CPA and fee-only financial advisor based in Chanhassen, MN.

05/15/2026

“Working with Colleen and her team has provided invaluable peace of mind. I am living my best life during retirement and do not worry about outpacing my financial resources” - Dana

Click here to read more about what our clients have to say about working with our team!

Learn why people choose to work with us.