We're here for you Helping you pursue your life's goals

Paul T. Vosburgh, CFP®, CIMA®, CPWA®, CRPS®

First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Senior Portfolio Manager

phone

608-824-6122



phone

855-241-1398



Connect with me on LinkedIn


address

8020 Excelsior Drive
Suite 400
Madison, WI 53717



As one of the UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, I am qualified to help provide highly personalized wealth management services to you.

Wealth management is more than just access to the wide range of financial services and solutions–it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams. Talk to me about how I can leverage my experience to help you embrace your financial future.



Insights

Building an investment plan

Building an investment plan

Planning for the lifestyle you want

Planning for the lifestyle you want