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.

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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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    • CA
    • CO
    • CT
    • FL
    • IN
    • MI
    • NY
    • OH
    • SC
    • NAPA Top DC Advisor Teams, 2026The NAPA rating is awarded annually in March based on information from December of the prior year.
    • PLANADVISER Top Retirement Plan Advisers, 2026The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

      • Senior Retirement Plan Consultant
      2301 W. Big Beaver
      Suite 800
      Troy, MI 48084
      mario.lepore@ubs.com
      Mario Lepore II, CRPS
      2301 W. Big Beaver,Troy,MI,48084
    • 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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            Mountain climbers on peak at sunrise

            A leading global wealth manager

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            Clarity in a rapidly changing world

            We’re here to help guide you through uncertain times

            Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

            Let’s create a path together so you can move forward with confidence, no matter what comes next.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $7 trn

            UBS Group invested assets
            As of 12/31/2025

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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