Let's move forward. Together.

Bruce Blount Vincelli Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Susan Blount

    Susan Blount

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
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        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        • Wealth Advisor
        444 Cedar Street
        Suite 2200
        St Paul, MN 55101
      • Heather Fitch

        Heather Fitch

        Client Associate

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        • AZ
        • CA
        • CO
        • FL
        • KS
        • MD
        • MI
        • MN
        • NM
        • NV
        • NY
        • OR
        • SD
        • VA
        • WI

              444 Cedar Street
              Suite 2200
              St Paul, MN 55101

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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