Lasting relationships. For all that matters

Steven Kocher, CFP

Senior Vice President–Wealth Management

For more than a quarter of a century, Steve has provided high quality, professional investment services to a very select group of wealthy individuals. His investment philosophy is based upon solid economic and statistical theory and he follows a logical, organized planning process. His relationships with his clients are consistently built upon the highest levels of trust, integrity, value and service. He takes pride in his ability to thoroughly understand his clients' needs and to provide them with the guidance they need to achieve their goals.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • Management, United States Military Academy at West Point

Credentials

  • CERTIFIED FINANCIAL PLANNER™
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084
  • (248) 637-0242

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.