The Barry Wealth Consulting Group
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Upcoming events

Webinar Series: Pursue what matters most (UBS Wealth Way)

Learn about our wealth management framework—with an approach that can help organize and simplify your financial life in three key strategies. Join us to hear about our process and how you can pursue what matters most—no matter what the markets are doing.

Location

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Zoom Webinar

24 September , 202410:00 AM - 10:30 AM
  • Adam Schaller, First Vice President - Wealth Management, The Burish Group at UBS

Register here

Webinar Series: A framework to help you accomplish your goals (UBS Wealth Way)

When it comes to managing your family's wealth and meeting your goals, we recommend using the UBS Wealth Way framework, which helps you to seperate your wealth into three strategies that are designed to meet specific goals, over specific timeframes. Join this session to learn more about UBS Wealth Way and how it can act as a blueprint to help make sure that all your financial decisions are driven by your family's objectives. 

Location

Date & time

Speakers

Supporting links

Zoom Webinar

19 September , 202410:00 AM - 10:30 AM
  • Tasha Bremel, Vice President - Wealth Management, The Burish Group at UBS

Register here

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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