$562 million
Assets under management
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
We believe personal relationships are essential. We forge close bonds by being present to advise you at the critical events in your life—starting a family, planning for college, building or exiting a business, and preparing for retirement.
Congratulations to Posluszny Wealth Management on being named to the Forbes Best-In-State Wealth Management Teams for 2023.
The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
We have a clear process to understand your goals and develop appropriate recommendations.
We have in-depth experience in financial planning and investment management, but we also bring in professionals with the expertise necessary for a successful wealth management plan. We will also work with any professionals with whom you already have a relationship.
Our consultative Second Opinion Service can help you or someone you care about recognize the value of an integrated, comprehensive wealth management approach.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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
Wealth Advisor
Senior Vice President–Wealth Management
Wealth Advisor
Senior Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Wealth Advisor
Senior Vice President–Wealth Management
Wealth 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.
$562 million
Assets under management
80+
Collective years of experience
4 person
seasoned team
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
