Let's move forward. Together.

Three people in office

Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

Helix bridge

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    Bruce Lanser

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • IL
    • MA
    • MI
    • MN
    • NY
    • OH
    • SC
    • TN
    • WI
    • PLANADVISER Top Retirement Plan Advisers, 2014, 2019, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

        17335 Golf Parkway
        Suite 525
        Brookfield, WI 53045
        bruce.lanser@ubs.com,rita.fiumara@ubs.com
        Bruce Lanser
        17335 Golf Parkway,Brookfield,WI,53045
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        L. Rita Fiumara, CIMA®, CRPS®

        Senior Vice President–Investments

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MI
        • MN
        • MO
        • NC
        • NJ
        • NY
        • OH
        • OK
        • PA
        • SC
        • TX
        • UT
        • VA
        • WI
        • Barron's Top 100 Women Advisors, 2018The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
        • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • NAPA Top Women Advisors, 2017, 2020, 2021, 2023The NAPA rating is awarded annually in October based on information from September of the award year.
        • PLANADVISER Top Retirement Plan Advisers, 2014, 2015, 2016, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

            One North Wacker Drive
            Suite 3200
            Chicago, IL 60606
            rita.fiumara@ubs.com
            L. Rita Fiumara, CIMA®, CRPS®
            One North Wacker Drive,Chicago,IL,60606
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            Spencer Von Rueden

            Wealth Strategy Associate

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            • AR
            • AZ
            • CO
            • FL
            • IL
            • MA
            • MI
            • MN
            • SC
            • TN
            • TX
            • VA
            • WI

                  17335 Golf Parkway
                  Suite 525
                  Brookfield, WI 53045
                  spencer.vonrueden@ubs.com
                  Spencer Von Rueden
                  17335 Golf Parkway,Brookfield,WI,53045
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                  Bernadette Therese Lanser

                  First Vice President–Wealth Management

                  Financial Advisor

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                  • AR
                  • AZ
                  • CO
                  • DE
                  • FL
                  • GA
                  • IL
                  • MA
                  • MI
                  • MN
                  • NC
                  • NY
                  • SC
                  • TN
                  • TX
                  • VA
                  • WI
                  • NAPA Top Women Advisors, 2016The NAPA rating is awarded annually in October based on information from September of the award year.

                      17335 Golf Parkway
                      Suite 525
                      Brookfield, WI 53045
                      bernadette.lanser@ubs.com
                      Bernadette Therese Lanser
                      17335 Golf Parkway,Brookfield,WI,53045
                    17335 Golf Parkway
                    Suite 525
                    Brookfield, WI 53045
                    Sitting on ledge outside store

                    Workplace Wealth Solutions

                    Creating a truly rewarding workplace

                    Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

                    A Leader In Retirement Plan Consulting

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    More than 160 years

                    offering financial advice

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