Achieving your goals It starts with insightful advice

Susan Halpern

Vice President - Wealth Management
Wealth Advisor
Certified Divorce Financial Analyst (CDFA®)

phone

585-218-4576



Connect with me on LinkedIn


address

400 Linden Oaks
Rochester, NY 14625



Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, I can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.



Insights

Planning for the future

Planning for the future

Planning for the lifestyle you want

Planning for the lifestyle you want