Your life's goals

Wealth management to help you get there

Heritage Team Photo in Detroit

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Lift mountains

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

    William Avery

    Senior Vice President–Wealth Management

    Market Director

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • TX
    • VA

    Bill joined UBS by way of its acquisition of PaineWebber in 1996 after four 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, Aaron, and daughter, Allison, and reside in Grosse Pointe Park. 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, 2023, 2024The 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
    william.avery@ubs.com,david.logan@ubs.com,max.getz@ubs.com,lori.martich@ubs.com
    William Avery
    1217 Woodward Ave,Detroit,MI,48226
  • Dave Logan

    Dave Logan

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • TX
    • VA

    Born and raised in Downtown Detroit, Dave has nearly twenty years of professional experience in client services, consulting and business development roles. He earned degrees 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. 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 and playing basketball in his spare time. He currently resides in Bloomfield Hills with his wife and two children.

          1217 Woodward Ave
          #1201
          Detroit, MI 48226
          david.logan@ubs.com
          Dave Logan
          1217 Woodward Ave,Detroit,MI,48226
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          Max Getz, CFA

          Financial Advisor

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          • AL
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • IN
          • KY
          • MI
          • MO
          • NC
          • NJ
          • NY
          • OH
          • OK
          • OR
          • PA
          • TX
          • VA

          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
              Financial planning
              Banking
              Alternative investments
              Asset allocation
              Professional athletes
              Business owners
              Corporate executives
              Financial Services professionals
              1217 Woodward Ave
              #1201
              Detroit, MI 48226
              max.getz@ubs.com
              Max Getz, CFA
              1217 Woodward Ave,Detroit,MI,48226
            • Lori Martich

              Lori Martich

              Senior Client Associate

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              • FL
              • MI
              • OH

               

               

               

                    1217 Woodward Ave
                    #1201
                    Detroit, MI 48226
                    lori.martich@ubs.com
                    Lori Martich
                    1217 Woodward Ave,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.

                  • Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
                  • 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.
                  • 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.

                  Athletes and entertainers, let's talk legacy

                  Business transition and succession planning

                  UBS Wealth Way

                  Multicultural

                  Invest to advance

                  Let’s build the future of multicultural wealth. Together.

                  Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

                  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

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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