Legacy Partners Wealth Management - UBS Financial Services Inc.

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305 Lytton Ave
Palo Alto, CA 94301
+1 (650) 289-7001
https://advisors.ubs.com

Legacy Partners Wealth Management is a team of dedicated Financial Advisors based in Menlo Park, CA, committed to providing quality strategies customized to clients' needs. With over 20 years of experience, Managing Director Andrew Le leads the practice, focusing on comprehensive planning, tax-aware portfolios, estate planning strategies, and corporate services. The team, which has been together for more than 35 years, integrates the intellectual capital and global resources of UBS with the high-touch service and intimacy of a boutique investment firm, building long-term relationships with multiple generations.

Nicholas Hunt, a First Vice President at UBS, specializes in wealth management for high net worth investors, employee stock option guidance, and the complex needs of business owners. Pamela Davies, a Senior Vice President, helps clients develop strategies for Retirement and Estate Planning, Institutional Money Management, and Fixed Income. Both Nicholas and Pamela bring their expertise and industry recognition to Legacy Partners Wealth Management, providing clients with comprehensive financial advice and solutions.

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