Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Bill Kurtz

Senior Vice President–Wealth Management

Financial Advisor

With more than 35 years of banking and investment experience, Bill has been dedicated to helping individuals develop financial and investment strategies that align with their needs, goals and risk tolerance.  Utilizing the vast resources of UBS Financial Services, Inc., Bill strives to help each one of his clients plan for a financial future in a way that best meets their goals.  Bill's mission is to help clients feel confident about one of the most stressful parts of life ... their financial future!

A native of Greeley, Colorado, Bill has been actively involved in the community for many years.  Bill has been a volunteer on many local non-profit boards including the Success Foundation, United Way, the Longs Peak Council of the Boy Scouts of America, the UNC Arts Advisory Board and the UNC Monfort College of Business Dean's Leadership Board.  Bill and his wife live in Greeley and are the proud parents of four wonderful children.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • KS
  • KY
  • MD
  • MI
  • MO
  • MT
  • NE
  • NV
  • SC
  • TX
  • VA
  • WA
  • WY

Education

  • Finance, University of Colorado

Credentials

  • Wealth Advisor

Financial planning
Retirement planning
Estate planning strategies
Legacy planning
Investing
Asset allocation
Structured products
1901 56th Avenue
Suite 300
Greeley, CO 80634
  • (970) 506-5804

Email Me

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

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.

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