The retirement you've earned

It all begins with a plan

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

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.

  • Mario Lepore II Profile Photo

    Mario Lepore II, CRPS

    First Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • IN
    • MI
    • NC
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • WI

        • Senior Retirement Plan Consultant
        325 N. Old Woodward Ave
        Suite 200
        Birmingham, MI 48009
        mario.lepore@ubs.com
        Mario Lepore II, CRPS
        325 N. Old Woodward Ave,Birmingham,MI,48009
      • Heather Brown Profile Photo

        Heather Brown

        Client Associate

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                Home Worker MI
                Home Worker MI, MI 000
                heather.a.brown@ubs.com
                Heather Brown
                Home Worker MI,Home Worker MI,MI,000
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              Turn possibilities into a plan

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              A leading global wealth manager

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              ElectionWatch 2024

              24 questions for the '24 US election

              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

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              UBS is a leading and truly global wealth manager

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