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
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

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              A leading global wealth manager

              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read 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

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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