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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Speakers

Supporting links

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

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Zoom Webinar

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

Register here

Webinar Series: Tradition, trust and time (Own Your Worth)

We are passionate about empowering women to take their seat at the financial table. We will share the latest UBS research as well as implications of the findings and some potential ideas and solutions for taking a more active role in your financial life-regardless of your current level of involvement.

Location

Date & time

Speakers

Supporting links

Zoom Webinar

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

Register here

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

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.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

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