Cheryl Young

Visit our office today located in Los Gatos, 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.

Newport Legacy Wealth Management, part of UBS Financial Services Inc., is dedicated to fostering long-term client relationships by delivering comprehensive, personalized financial strategies. With a focus on understanding client priorities and goals, the firm emphasizes quality service and insight-based advice to help clients confidently pursue their financial aspirations. Led by Douglas Cosgrove, a seasoned financial advisor with over 30 years of experience, the team specializes in wealth management through the UBS Wealth Way approach. This framework focuses on key dimensions of financial planning, including Liquidity, Longevity, and Legacy, enabling clients to navigate their financial journeys with confidence. Generated from the website