Your wealth. For generations.

Create your legacy for those who matter

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Bradley Simenz

Senior Vice President–Wealth Management

Financial Advisor

Bradley has been in the financial services industry for over 25 years in various capacities, working with both individuals and, for over a decade, with some of the most prominent portfolio managers around the country. In 2010, he joined UBS as a Financial Advisor. Brad has a passion for studying the markets and using his knowledge to help individuals and families achieve their financial goals.  In his free time, Brad enjoys family time, fitness, live music and travel. He and his wife and two children are long-time Shorewood, WI residents.  

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • IL
  • KY
  • MN
  • NC
  • NY
  • TX
  • WA
  • WI
  • WY
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
  • (414) 289-3801

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By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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Multigenerational planning

Multigenerational planning

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

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

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