The foundation of our practice has always been centered around four guiding principles: access, advice, guidance and service.
Today we are excited to announce our expanded team, SageView Partners.
Our partnership will not only enhance our resources, but also enrich the experience we offer our clients every day. We are confident our new collaboration will help us serve you better than ever, with comprehensive advice tailored to helping you pursue the goals that matter most to you.
We look forward to the opportunity for you to meet our new teammates and invite you to visit our website, where you can learn more about our team.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary. CIMA® is a registered certification mark of the Investments & Wealth InstituteTM in the United States of America and worldwide. For designation disclosures, visit ubs.com/us/en/designation-disclosures. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.