Insight-based advice

Observatory on mountain top

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.

Four people meeting in glass office

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.

  • Robert-Kendall

    Robert Kendall

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • OH
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

        • Chartered Retirement Planning Counselor℠
        945 West Norton Avenue
        Muskegon, MI 49441
      • Sandra-Bantien

        Sandra Helene Bantien

        Wealth Strategy Associate

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        • AZ
        • FL
        • GA
        • IN
        • MI

        Sandra has more than 15+ years of experience in our industry, she is licensed and she holds the Chartered Retirement Planning Counselor (CRPC®) designation. 

            • Chartered Retirement Planning Counselor℠
            945 West Norton Avenue
            Muskegon, MI 49441
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            Amy Lynn Kaiser

            Client Associate

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                    945 West Norton Avenue
                    Muskegon, MI 49441

                  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.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager