Since 1979, businesses, their employees, and successful families and individuals from across the country have relied on our unique retirement planning expertise and holistic wealth management approach—all backed by the global resources of UBS, one of the world’s leading wealth management firms.
With a team of 13 dedicated professionals—all local and readily accessible to our clients—our goal has always been to provide a consistently high level of personal service, expertise and individualized tailored advice that help give our clients the confidence to achieve what’s most important to them.
Michael Jefferies has been recognized as an industry leader.
- Barron's Top 100 Financial Advisors, 2018, 2019
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013