The way forward

Today, tomorrow and for generations to come

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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.

Two women laptop

Susan Halpern, Vice President, Wealth Advisor

Vice President–Wealth Management

I joined UBS in 2011 after over 8 years with Manning & Napier Advisors in Rochester, NY. My career with UBS dovetails well with the experience I had working at Merrill Lynch beginning in 1980 with postings in equity marketing, international marketing, and Merrill Lynch Asset Management. Currently working with both a retirement team and an investment team at UBS allows me the flexibility to tend to client's needs whether it is individual or corporate.

CA Insurance License 4193341

 

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IN
  • MA
  • MI
  • NH
  • NJ
  • NY
  • SC
  • VA
  • WA

Education

  • BA in Economics and History, Wheaton College, Norton, MA

Credentials

  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Custom portfolios
Women investors
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4576

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A focus on personalized access and service

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.

UBS Wealth Way

UBS Wealth Way

Helping women take charge

Helping women take charge

Investment management

Investment management

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

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

Insights