Renee Fourcade - UBS Financial Services Inc.

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2000 Avenue of the Stars Fl 12
Los Angeles, CA 90067
+1 (310) 772-7058
https://advisors.ubs.com

Newport Legacy Wealth Management, a division of UBS Financial Services Inc. in Newport Beach, CA, is dedicated to building lasting relationships through personalized financial advice that addresses clients' goals and concerns. Led by seasoned professionals, including Certified Financial Planner Douglas Cosgrove and Senior Registered Client Associate Jon T. Dunavold, the team brings decades of experience in wealth management to guide clients in organizing their financial lives.

Adopting the UBS Wealth Way approach, the firm focuses on three key dimensions: Liquidity, Longevity, and Legacy, which together serve to enhance clients' wealth management strategies over various time frames. By emphasizing quality client service and the creation of customized financial strategies, Newport Legacy Wealth Management aims to become a trusted source of financial guidance for its clients.

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United States›California›Los Angeles›Renee Fourcade - UBS Financial Services Inc.

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