Imagine:
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
New Year's portfolio resolutions
Traditional or Roth?
For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.
