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Global leader
UBS is a leading and truly global wealth manager
Senior Vice President–Wealth Management
Bill Radtke, CEP Senior Vice President – Wealth Management, is a UBS Financial Advisor and Certified Equity Professional (CEP). He advises individual executives and families located throughout the United States. Customized Advice, Financial Planning, and timely service are keys to Bill's practice. Bill is a proud father of one Daughter and enjoys Golf and skiing in his free time.
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Education
Credentials
Senior Vice President–Wealth Management
Bill Radtke, CEP Senior Vice President – Wealth Management, is a UBS Financial Advisor and Certified Equity Professional (CEP). He advises individual executives and families located throughout the United States. Customized Advice, Financial Planning, and timely service are keys to Bill's practice. Bill is a proud father of one Daughter and enjoys Golf and skiing in his free time.
Personal & Community
Education
Credentials
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
