At the core of the Thompson, Singor & Cimmino wealth management practice is a team of highly credentialed, tenured professionals dedicated to serving our clients. Client relationships are paramount to us, and we prioritize addressing every aspect that matters to them. Drawing on the extensive resources of UBS, we create bespoke financial plans to empower them to confidently realize their goals, lower their taxes, and advance their philanthropic efforts. We do not fit them into our box but build one around them. Amid life's complexities, we stand as steadfast partners, creating calm and anticipating needs to fortify their financial future. Through our proactive service model our clients always know when their next scheduled meeting is, this provides a continuous stream of advice and insights to navigate the ever-evolving complexities of life.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.
If you are like 98% of business owners in the United States, you probably haven’t had an appropriate valuation done on your business. That’s most likely because the traditional valuation process is expensive, time-consuming and intrusive. As a business owner you deserve to know the value of your most prized asset.
Access the valuable resources and expertise of UBS including:
Wherever you are in your business life-cycle, UBS can work with you every step of the way. We have a broad range of solutions for business owners to help you towards your goals.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. 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
