Experience That inspires confidence
When you entrust your account to us at UBS, you will get a qualified and experienced team to help you formulate, execute and monitor your investment plan. We are dedicated to providing a high level of investment management, advice and service that will always be focused on your needs and objectives. We are keenly aware of the fact that our clients have many choices of financial services organizations and we want to be the best choice.
We cherish long-term client relationships because we are better equipped to do the best job for those investors we know well. Our goal is to help our clients become successful investors. For many years our source of new clients has been through referrals from existing clients, attorneys, accountants and other business professionals.
Our team consists of four Financial Advisors and three service associates. The team works together on each and every client and the firm compensates the team as a whole without specific incentive compensation plans.