The retirement you've earned

It all begins with a plan

Retirement couple holding surfboards

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.

Couple at the shore

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
    • IN
    • MI
    • NC
    • NM
    • NY
    • OH
    • 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
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

              LA Skyline

              Los Angeles fire relief

              Support and resources

              The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

              Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

              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

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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