David Schachter - UBS Financial Services Inc.

UBS Financial Services Inc. in Pasadena, CA, is a prominent wealth management firm providing tailored financial solutions primarily for high-level executives and successful entrepreneurs. Under the leadership of First Vice President Albert Shih, the company emphasizes a comprehensive approach to family wealth management, ensuring clients' legacies are preserved across generations. Founded over 160 years ago, UBS has established itself as a trusted global wealth manager, adept at navigating market complexities and financial challenges. The firm's UBS Wealth Way strategy focuses on three key dimensions—Liquidity, Longevity, and Legacy—helping clients organize their financial lives and pursue their wealth management goals effectively. Generated from the website

Newport Legacy Wealth Management, part of UBS Financial Services Inc. in Newport Beach, CA, emphasizes a personalized approach to financial planning by prioritizing client relationships and understanding individual goals. Their team, led by experienced professionals, aims to provide customized strategies and comprehensive financial advice tailored to clients' needs. The firm's philosophy centers around UBS Wealth Way, which incorporates three key dimensions - Liquidity, Longevity, and Legacy - to help clients manage their wealth across different time frames. With a focus on long-term relationships and quality service, Newport Legacy Wealth Management is dedicated to helping clients confidently navigate their financial futures. Generated from the website

Cadence Wealth Advisors is a Los Angeles-based wealth management firm that takes a personalized approach to help clients achieve their financial goals. With a focus on empathy and understanding, their experienced team offers a range of services including financial planning, estate planning strategies, tax management, liabilities management, and insurance and risk protection. By building meaningful relationships with their clients, Cadence Wealth Advisors aims to provide tailored solutions that align with each individual's unique financial situation. They prioritize personalized access and service, involving spouses, partners, and even children in important financial discussions, and work closely with other advisors to ensure a cohesive approach to wealth management.Generated from the website