Simple. Personal. Complete.

Private Wealth Management

More than mere words, this is the essence of how we serve you:

Simple. We simplify the complexities of managing wealth through our deep understanding of financial challenges. Our team spans multiple generations, giving us the unique ability to provide insight for every stage of life.

Personal. You benefit from highly personalized service tailored to your needs, your goals and your family—for today and tomorrow.

Complete. We’re not only comprehensive in the services we offer, we also cross generations in the clients we serve. For education funding, for retirement planning, for business and life transitions, philanthropy and legacy planning, we strive to be the one financial resource you’ll ever need.

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Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

There’s more to your finances than investing

We understand that successful wealth management requires ongoing, direct communication. For this reason, we set clear expectations and develop a communication plan that works for your schedule and your needs. We also collaborate with your attorney, CPA and other professionals in your financial life to ensure that all of our recommendations align with your goals.

· · Wealth planning

· Family Advisory

· Philanthropy

· Tailored Investment solutions

· Credit and liquidity solutions

· Global Research

“Clients come to us to make the complex simple. Our primary focus is always to serve our clients' personal needs, allowing them to spend their time on what is important in their life.”

— Timothy Shelton, CPWA^®, CFP^®

Retirement Plan Sponsors

We focus on a collaborative approach that looks at all of the moving parts of your retirement plan. This assessment helps us make more informed and tailored recommendations about streamlining design, provisions, budgets, regulatory compliance recordkeeping and, most important, retirement planning education for employees.

· Retirement Plan Consulting

· Plan Fee Benchmarking

· Plan Provider Searches

· Employee Education Programs

"Our mission is to assist companies in delivering a premier retirement plan to improve the lives of their employees. We do this by providing solid investment solutions and helping with your fiduciary responsibilities, coupled with years of experience."

— Louise A. Emerson, CIMA^®

Straight Talk with the Penniman Group

Straight Talk with the Penniman Group is a podcast series hosted by the Penniman Wealth Management & Institutional Consulting Group at UBS Financial Services. Our team is based in the suburbs of Detroit, Michigan however, we serve clients across the country. In each episode of Straight Talk with the Penniman Group we focus on a timely topic in the personal planning, family planning and institutional investing worlds. Join us as we identify key issues in planning and investing, team with leading thinkers to discuss the latest trends and provide innovative solutions for the challenges faced by you, your family, and your business.

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