Let's move forward. Together.

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

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.

  • Brett-Bergmoser

    Brett Bergmoser

    First Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • MI
    • NC
    • NM
    • NY
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • WI
    Brett received his BS degree with a concentration in Economics from the University of Michigan and a MS in Finance from Walsh College. He also is a CERTIFIED FINANCIAL PLANNER™ certificant. Brett began his career at PaineWebber in 1998 and holds his Series 7, 63, and 65 securities license and in addition holds insurance licenses for life, long term care, variable annuity and variable life. He believes education is very important and takes a long term outlook on the market and utilizes a distinct asset allocation that first weighs risk, instead of return.

      • University of Michigan, B.S.
      • Walsh College, M.S. in Finance
      • CERTIFIED FINANCIAL PLANNER™
      2301 West Big Beaver Road
      Somerset Place Office Building
      Troy, MI 48084
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      Janice Mizzi

      Vice President–Wealth Management

      Senior Wealth Strategy Associate

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      • AZ
      • CT
      • FL
      • MI
      • NC
      • PA
      Through the years, Janice has remained committed to the belief that personal and professional growth is an ongoing process. By focusing on maintaining a sense of purpose, passion and enthusiasm, Janice has remained both energized and motivated. Her commitment to the ever-changing financial environment, as well as her pursuit of ongoing training and education has helped her gain a diverse knowledge of the financial security industry. Janice has a BBA from Davenport University, Series 7, 63 and 66 licenses' and actively maintains her licensing for life and variable insurance.

        • Davenport University, BBA
          2301 West Big Beaver Road
          Somerset Place Office Building
          Troy, MI 48084

        The circular economy: What is it?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        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.

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        As of 06/30/2022

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