Financial planning and beyond

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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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

William Avery

Senior Vice President–Wealth Management

Market Director
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MI
- MN
- MO
- MT
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- TX
Bill joined UBS by way of its acquisition of PaineWebber in 1996 after 4 years at Olde Discount Stockbrokers. Throughout his career, he has emphasized a comprehensive financial planning approach with high net worth families, including business owners and corporate executives.

Bill earned his bachelor's degree in corporate finance from Wayne State University in 1992. While there, he earned is varsity letter as a starting pitcher for the baseball team. He remains involved with both the university's business school, where he serves as a mentor, and the baseball program, where he founded an alumni group called the Wayne State Dugout Club.

Bill and his wife, Kim, have a son and daughter and reside in Grosse Pointe. Outside the office, he has enjoyed coaching his children's sports teams and volunteering his time with neighborhood youth organizations. Bill is an active member of the Detroit Athletic Club and Country Club of Detroit, where he participates in the bowling, basketball and golf programs
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Wayne State University, B.S. Corporate Finance: 1987 - 1992
- Portfolio Manager
Banking

Financial planning

Estate planning strategies

Exit planning

Asset allocation

Business owners

Entrepreneurs

Corporate executives

1217 Woodward Ave
#1201
Detroit, MI 48226
David Logan

Financial Advisor Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MI
- MN
- MO
- NC
- NJ
- NY
- OH
- OK
- PA
- TX
Born and raised in Downtown Detroit, Michigan -- Dave Logan has over fifteen (15) years of professional experience in client services, consulting and business development. He earned degree(s) in both Finance, and Sales & Marketing from Tuskegee University.

Dave joined UBS Wealth Management in January of 2021. He focuses on partnering with his clients to help them generate lasting results on various execution strategies. He believes in building strong, long-term relationships that are mutually beneficial; and he has a true passion for helping and connecting people.

Dave also works for the Detroit Pistons Basketball Company as a statistician. He is a true sports enthusiast, and enjoys bowling | golfing | biking | hooping in his spare time. He currently resides in Bloomfield Hills, Michigan with his wife and two (2) children.
1217 Woodward Ave
#1201
Detroit, MI 48226
Maxwell Getz

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MI
- MN
- MO
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- TX
Max comes to Heritage Wealth Partners and UBS from Raymond James, where he began his financial advisory career as a solo practitioner. He has spent the last nine years of his career in investment-related, client-facing roles. Before Raymond James, Max was an M&A Analyst with Cowen’s investment banking group, where he partnered with business owners on all aspects related to selling their respective businesses, including financial analysis, valuation, marketing and due-diligence. Before Cowen, Max was an Advisor Consultant at Neuberger Berman in New York where he partnered with financial advisors and assisted with asset allocation, wealth planning and portfolio optimization.

He graduated in 2008 from Bucknell University. Additionally, he has earned the Chartered Financial Analyst (CFA) designation, which CFA Institute describes as the most respected and recognized investment management designation in the world.

Max lives in Grosse Pointe Farms, where he grew up, with his wife, two young children and two French bulldogs. Outside of work, he spends time weekly at the Downtown Boxing Gym in Detroit, tutoring high school students in math and science. In his free time he enjoys golf, paddle tennis, fitness and anything related to Detroit sports.
- Bucknell University, B.A. Economics: 2008 - 2012
1217 Woodward Ave
#1201
Detroit, MI 48226
Lori Martich

Client Associate Senior
View bio
- FL
- MI
- OH
Lori works with our team as a client service partner. She is focused and committed to provide consistent exceptional service to clients of Heritage Wealth Partners. Her knowledge and experience allow her to understand client needs and build positive relationships.

Lori has spent a significant portion of her 30+ year career in the financial industry working in downtown Detroit in the Fisher Building, Renaissance Center and most recently in our newest local UBS office in the Kresge building on Woodward.
1217 Woodward Ave
#1201
Detroit, MI 48226

William Avery

Senior Vice President–Wealth Management

Market Director
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MI
- MN
- MO
- MT
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- TX
Bill joined UBS by way of its acquisition of PaineWebber in 1996 after 4 years at Olde Discount Stockbrokers. Throughout his career, he has emphasized a comprehensive financial planning approach with high net worth families, including business owners and corporate executives.

Bill earned his bachelor's degree in corporate finance from Wayne State University in 1992. While there, he earned is varsity letter as a starting pitcher for the baseball team. He remains involved with both the university's business school, where he serves as a mentor, and the baseball program, where he founded an alumni group called the Wayne State Dugout Club.

Bill and his wife, Kim, have a son and daughter and reside in Grosse Pointe. Outside the office, he has enjoyed coaching his children's sports teams and volunteering his time with neighborhood youth organizations. Bill is an active member of the Detroit Athletic Club and Country Club of Detroit, where he participates in the bowling, basketball and golf programs
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Wayne State University, B.S. Corporate Finance: 1987 - 1992
- Portfolio Manager
Banking

Financial planning

Estate planning strategies

Exit planning

Asset allocation

Business owners

Entrepreneurs

Corporate executives

1217 Woodward Ave
#1201
Detroit, MI 48226
David Logan

Financial Advisor Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MI
- MN
- MO
- NC
- NJ
- NY
- OH
- OK
- PA
- TX
Born and raised in Downtown Detroit, Michigan -- Dave Logan has over fifteen (15) years of professional experience in client services, consulting and business development. He earned degree(s) in both Finance, and Sales & Marketing from Tuskegee University.

Dave joined UBS Wealth Management in January of 2021. He focuses on partnering with his clients to help them generate lasting results on various execution strategies. He believes in building strong, long-term relationships that are mutually beneficial; and he has a true passion for helping and connecting people.

Dave also works for the Detroit Pistons Basketball Company as a statistician. He is a true sports enthusiast, and enjoys bowling | golfing | biking | hooping in his spare time. He currently resides in Bloomfield Hills, Michigan with his wife and two (2) children.
1217 Woodward Ave
#1201
Detroit, MI 48226
Maxwell Getz

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MI
- MN
- MO
- NC
- NJ
- NY
- OH
- OK
- OR
- PA
- TX
Max comes to Heritage Wealth Partners and UBS from Raymond James, where he began his financial advisory career as a solo practitioner. He has spent the last nine years of his career in investment-related, client-facing roles. Before Raymond James, Max was an M&A Analyst with Cowen’s investment banking group, where he partnered with business owners on all aspects related to selling their respective businesses, including financial analysis, valuation, marketing and due-diligence. Before Cowen, Max was an Advisor Consultant at Neuberger Berman in New York where he partnered with financial advisors and assisted with asset allocation, wealth planning and portfolio optimization.

He graduated in 2008 from Bucknell University. Additionally, he has earned the Chartered Financial Analyst (CFA) designation, which CFA Institute describes as the most respected and recognized investment management designation in the world.

Max lives in Grosse Pointe Farms, where he grew up, with his wife, two young children and two French bulldogs. Outside of work, he spends time weekly at the Downtown Boxing Gym in Detroit, tutoring high school students in math and science. In his free time he enjoys golf, paddle tennis, fitness and anything related to Detroit sports.
- Bucknell University, B.A. Economics: 2008 - 2012
1217 Woodward Ave
#1201
Detroit, MI 48226
Lori Martich

Client Associate Senior
View bio
- FL
- MI
- OH
Lori works with our team as a client service partner. She is focused and committed to provide consistent exceptional service to clients of Heritage Wealth Partners. Her knowledge and experience allow her to understand client needs and build positive relationships.

Lori has spent a significant portion of her 30+ year career in the financial industry working in downtown Detroit in the Fisher Building, Renaissance Center and most recently in our newest local UBS office in the Kresge building on Woodward.
1217 Woodward Ave
#1201
Detroit, MI 48226

Defining your priorities. Pursuing what matters.

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.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

Your lifelong financial plan. UBS Wealth Way

When it comes to achieving your goals, our strategic approach can help you pursue what matters most—for today, tomorrow and for generations to come. Through deeper conversations, including five simple questions, we clarify what you’d like to accomplish and map out solutions for every phase of your life.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

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.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Financial planning and beyond

Your primary source for financial advice

William Avery

David Logan

Maxwell Getz

Lori Martich