Access to a world of resources Private Wealth Management

Loretta Lang "Lori" Finck

Vice President - Wealth Management
Financial Advisor

phone

203-705-4242
844-875-0934



phone

855-212-9523



Connect with me on LinkedIn


address

UBS Private Wealth Management
750 Washington Boulevard
11th Floor
Stamford, CT 06901



Though my clients often choose me for my comprehensive wealth management experience, I look beyond the tactical guidance and take a much more expansive view of my role. I commit to understanding you, your family, business and personal priorities, as well as your total financial picture.

With the firm's rich tradition of advising the most accomplished individuals, I am not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency.



Insights

Building an investment plan

Building an investment plan

Planning for the future

Planning for the future