A real relationship Helping you pursue your life's goals

Rebecca S. Sorensen, CFP®, CIMA®

Senior Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting

Visit The Wealth Strategy Group

phone

248-645-4945



Connect with me on LinkedIn


address

325 North Old Woodward Ave
Suite 200
Birmingham, MI 48009



Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.


My perspectives


Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

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