Benjamin Bergfelt - UBS Financial Services Inc.

Newport Legacy Wealth Management, a division of UBS Financial Services Inc., is dedicated to providing customized financial strategies to help clients achieve their life goals through personalized advice and long-term relationships. With a focus on quality client service, the team actively engages with clients to understand their priorities and formulate a plan that reflects their vision for the future. Led by experienced professionals like Douglas Cosgrove, Senior Vice President and CERTIFIED FINANCIAL PLANNER, along with Jon T. Dunavold, Senior Registered Client Associate, the firm employs a comprehensive approach known as UBS Wealth Way, which emphasizes key dimensions of financial planning: Liquidity, Longevity, and Legacy. This methodology assists clients in organizing their financial lives while accounting for various investment risks. Generated from the website

Shawn Oliver CEPA CRPC is a seasoned financial advisory practice based in Napa, California, with over 32 years of experience in wealth management. As a First Vice President at UBS Financial Services Inc., Shawn specializes in providing tailored investment solutions for families and small business owners, focusing on strategic financial planning and exit strategies. Shawn holds multiple credentials, including Certified Exit Planning Advisor (CEPA) and Chartered Retirement Planning Counselor (CRPC), and is dedicated to helping clients align their financial plans with personal goals. A native Californian and long-time Napa Valley resident, he combines his professional expertise with a commitment to fostering meaningful conversations about wealth transfer and succession planning. Generated from the website

Newport Legacy Wealth Management, affiliated with UBS Financial Services Inc., specializes in providing customized financial advice and tailored strategies to meet clients' individual needs and life goals. With a focus on developing long-term relationships, the team emphasizes quality client service and understanding each client's unique priorities and concerns. The experienced team includes Senior Vice President Douglas Cosgrove, a CERTIFIED FINANCIAL PLANNER, and Senior Registered Client Associate Jon T. Dunavold, who are dedicated to delivering personalized assistance in financial management. Utilizing UBS Wealth Way, they help clients effectively navigate the dimensions of liquidity, longevity, and legacy in their wealth management journeys. Generated from the website