Global leader
UBS is a leading and truly global wealth manager
At BLS Financial Partners, our wealth management philosophy is simple: we provide investment and planning insight to help you make the best financial decisions. In fact, we believe many of our clients think of us as their "personal CFO."
We know your financial life encompasses much more than the current markets. No matter what milestones you’re working toward, we’re committed to delivering the guidance you need most. Advice. Beyond investing.
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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Investment insights on the US elections
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.
In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.
Global leader
UBS is a leading and truly global wealth manager