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$2.8 trillion
In invested assets globally
As of 06/30/2022
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Senior Vice President–Wealth Management
Financial Advisor
Today at UBS, Steve and his team provide comprehensive financial planning, investment consulting and behavioral coaching primarily for entrepreneurs, executives and successful professionals and their families. Given his extensive planning experience, Steve is acutely aware of one of the greatest risks his clients face - improper planning for potentially 30 years in retirement. One of his top priorities in his practice is to help clients build an investment strategy designed to maintain rising income and purchasing power so they can retire comfortably and independently. He is also committed to helping families save and invest for their children's and grandchildren's education.
Steve believes so strongly in his investment philosophy that his own portfolio reflects the same principles that he recommends to his clients. Your investments and his always follow the direction of a well written comprehensive financial plan.
Steve holds the Series 6,7,63 and 65 securities licenses as well as major insurance licenses including life, accident and health, variable life and variable annuity. He earned the Chartered Wealth Advisory designation from the Estate and Wealth Strategies Institute at Michigan State University. Steve earned his B.S. degree in marketing and business administration from the University of Cincinnati.
Education
Senior Vice President–Wealth Management
Financial Advisor
Today at UBS, Steve and his team provide comprehensive financial planning, investment consulting and behavioral coaching primarily for entrepreneurs, executives and successful professionals and their families. Given his extensive planning experience, Steve is acutely aware of one of the greatest risks his clients face - improper planning for potentially 30 years in retirement. One of his top priorities in his practice is to help clients build an investment strategy designed to maintain rising income and purchasing power so they can retire comfortably and independently. He is also committed to helping families save and invest for their children's and grandchildren's education.
Steve believes so strongly in his investment philosophy that his own portfolio reflects the same principles that he recommends to his clients. Your investments and his always follow the direction of a well written comprehensive financial plan.
Steve holds the Series 6,7,63 and 65 securities licenses as well as major insurance licenses including life, accident and health, variable life and variable annuity. He earned the Chartered Wealth Advisory designation from the Estate and Wealth Strategies Institute at Michigan State University. Steve earned his B.S. degree in marketing and business administration from the University of Cincinnati.
Education
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.
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
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
$2.8 trillion
In invested assets globally
As of 06/30/2022
Global leader
UBS is a world-leading wealth manager
More than 150 years
offering financial advice
