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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Managing Director–Wealth Management
Dave is a Managing Director and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family.
Personal & Community
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Dave is a Managing Director and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family.
Personal & Community
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
