A disciplined planning approach by which you can feel more confident that you are on the road to achieving your life's financial goals.
A relationship with a team of advisors where your financial goals are the sole focus. Your portfolios are measured and monitored in terms of what you want your portfolio to accomplish in your life and the financial goals you have established.
A financial team that makes available to you some of the best thinking on Wall Street and will apprise you of special investment opportunities as they become apparent.
Imagine….working with Pearsall Wealth Management at UBS.
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.
In this guide you can explore an array of planning ideas, such as:
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.
A shift in the current
Authorities recently announced important provisions that could affect your decisions as you plan for retirement. With significant changes to Social Security and Medicare, plus the retirement reform coming from the SECURE 2.0 Act, now is a good time to consult with your plan provider, financial advisor and tax advisor about possibly adjusting your retirement strategy.