Bacon I Torres Group - UBS Financial Services Inc.

Michele Grossi - UBS Financial Services Inc. in Beverly Hills offers tailored wealth management solutions for successful entrepreneurs, executives, and entertainment professionals. The firm emphasizes a collaborative approach, providing clients with strategic access to extensive research and resources to help navigate the complexities of their financial lives. John Halperin, Senior Vice President and Athletes and Entertainers Consultant, leads a team dedicated to addressing clients' unique liquidity, longevity, and legacy needs. Their comprehensive planning services encompass investment management, tax strategies, wealth transfer, and life transition planning. Generated from the website

John Halperin is a Senior Vice President of Wealth Management at UBS Financial Services Inc., specializing as an Athletes and Entertainers Consultant. His team provides a personalized and highly individualized approach to financial planning, focusing on achieving clients' liquidity, longevity, and legacy needs through comprehensive strategies tailored to the unique complexities faced by successful entrepreneurs and entertainment professionals. Recognized multiple times by Forbes as one of the Best-in-State Wealth Advisors, Halperin combines decades of expertise with strategic access to UBS's vast resources to simplify the financial lives of his clients. Key services include goals-based investment management, longevity and tax planning, wealth transfer strategies, and life transition planning, all designed to align with clients' personal and professional aspirations. Generated from the website

Visit our office today located in Beverly Hills, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.