A relationship To help shape the future you dream of
UBS Private Wealth Management - Stamford, CT
239-277-3640
Sarasota City Center
1819 Main Street
Suite 900
Sarasota, FL 34236
At UBS, we offer a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, we harness the vast resources and capabilities of one of the world´s largest wealth management firms on your behalf.
Current and potential future assets can be analyzed, liabilities weighed and estate planning strategies implemented. Then, we offer periodic reviews to determine if your investment strategy remains aligned with your goals, and proactively propose and implement appropriate solutions.
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