Experience Makes all the difference
The Jefferies/Bret Wealth Management Group based in Kansas City, Missouri, is a team of 13 professionals that provide investment advisory and wealth management services to retirement plans, private clients, corporations, and institutions. Operating under the umbrella of UBS Financial Services Inc., the team has focused on retirement plans since 1979. In today’s environment of market uncertainties and increasing fiduciary risk, the Jefferies/Bret Wealth Management Group is positioned to advise clients face-to-face at a local level, and have access to the global resources and research of one of the world’s leading financial firms.