Delivering insightful advice Building on a foundation of trust

Legacy Partners


phone

888-400-0488
847-277-2133



phone

855-245-3590





address

UBS Financial Services Inc.
303 E Main Street
3rd Floor
Barrington, IL 60010



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


Paul Lee has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020, 2021



Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Planning for the future

Planning for the future