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Wealth Management US

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Michael Robert Baumgartner
Financial Advisor
2000 Auburn Drive
Suite 100
Beachwood, OH 44122
216-292-1210
800-274-7862
216-831-1359 fax
michael.baumgartner@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS reports third-quarter profit of CHF 296 million
UBS further materially de-risks balance sheet through transaction with Swiss National Bank

My Perspective
Corporate Profile CorporateProfile.pdf
Financial Goal Analysis financial_goal_analysis.pdf
The Nuts and Bolts of Asset Allocation wise_Nuts_BoltsOfAssetAllocation.pdf
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf
Executive Benefits: How to Recruit, Reward and Retain Key People p_Executive_Benefits.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: Separating the wheat from the chaff  (154kb)
Perspective on market events

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