104
Collective years of experience
![[Wealth Way] Multigenerational planning](mediahandler/dynamicmedia/628667/_Wealth Way_ Multigenerational planning.jpg)
By positioning your needs and goals first, incorporating liquidity, longevity and legacy strategies into our planning model, we believe we can create a pathway to your retirement and the sharing of wealth over several generations.
We receive the greatest satisfaction from helping our clients feel more confident about their future. That’s why we’re committed to helping you make the best possible choices today and tomorrow. Here’s what you can expect from our relationship:
Integrity. Earning your trust is the most important thing we do every day.
Communication. We pride ourselves on providing regular updates, returned calls and timely responses to your questions or concerns.
Clarity. Whether we’re discussing risk, performance or and investment strategy, our conversations will always be straightforward so you can clearly understand our approach and reasoning behind our recommendations.
Senior Vice President–Wealth Management
Accredited Asset Management Specialist
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Financial Advisor
Certified Investment Management Consultant
Authorized Officer
Team Administrator
Senior Vice President–Wealth Management
Accredited Asset Management Specialist
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Financial Advisor
Certified Investment Management Consultant
Authorized Officer
Team Administrator
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.
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Enabling the transfer of all you hold valuable
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?
Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
104
Collective years of experience
28
Years in business as a team
