A plan tailored for you For the goals you want to accomplish

Jordan W. Grangard, CEPA®

Director
Certified Exit Planning Advisor (CEPA®)
Wealth Advisor

Visit Desert Mountain Market
Visit Ethos Wealth Partners
Visit Ethos Wealth Partners

phone

702-792-3174



Connect with me on LinkedIn


address

UBS Financial Services Inc.
10801 W. Charleston Blvd
Suite 400
Las Vegas, NV 89135



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

Selling your business: Proceed with passion

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