Experience Makes all the difference
Our team of wealth management professionals brings many years of financial experience and personal service. Our goal is to be your primary source of financial advice. We focus on delivering comprehensive financial planning, investment management, asset allocation and preservation strategies to affluent individuals, executives, board directors and business owners. To address the complexities of our clients' financial lives, we coordinate with estate planning professionals, tax advisors and other key strategic partners. Additionally, the team has extensive experience advising on Defined Contribution plan design.
As a woman-led financial planning practice, we also offer practical advice and solutions to high net worth women and we counsel families going through the divorce process and post-divorce.
We work closely with our clients to help preserve and grow their wealth by employing a comprehensive financial planning process that integrates their employer sponsored benefit plans. We draw on our retirement and stock option planning knowledge to help design and implement customized strategies to meet corporate and individual needs. Whatever your expectations for the future, we will work with you to determine the right path toward reaching your goals.
Speak to us about how we can leverage our experience, and draw on the global resources of UBS, to help you embrace your financial future with confidence.
Lisanne Glew, CDFA
Accredited Wealth Management Advisor℠
Certified Divorce Financial Analyst (CDFA®)
Visit my personal page
469-440-0525
Piers Hurley, CFA
Senior Vice President - Wealth Management
Chartered Financial Analyst®
Visit my personal page
214-965-6128