Sellery Investment Consulting - UBS Financial Services Inc.

Focused on foundations, retirement plans and family wealth and investment management, Sellery Investment Consulting brings over 40 years of combined experience to the table. With over 7,500 UBS Financial Advisors nationwide, Sellery Investment Consulting has been one of the firm's leading teams for over a decade.

Our goal is to provide you access to all that a global wealth management firm can offer. We put investment strategies behind your future goals. Whether you're on the board of an investment committee or an individual or family seeking a financial solution; we've built our practice on one simple phrase, "treat others the way you would want to be treated."

Understanding Our Products and Services...

For Retirement Plans and Foundations

For Family Wealth and Investment Management

Neither UBS Financial Services Inc. nor its employees provide tax or legal advice. You must consult with your attorney and tax advisors regarding your personal circumstances.
UBS Institutional Consulting Services are advisory services and clients should read the ADV Disclosure Document applicable to UBS Institutional Consulting carefully before entering into a Consulting Services Agreement with UBS Institutional Consulting.


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