Simple. Personal. Complete.

Private Wealth Management 

Penniman Team

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.

 

Wealth, from your point of view

There’s more to your finances than investing

Retirement Plan Sponsors

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.

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

Insights