The Wacker, Demko, Lendi, Jaeggi, Bemel Team - UBS Financial Services Inc.

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2000 Avenue of the Stars Fl 12
Los Angeles, CA 90067
+1 (310) 734-2380
https://advisors.ubs.com

Newport Legacy Wealth Management, a team within UBS Financial Services in Newport Beach, CA, specializes in personalized wealth management strategies designed to fulfill the unique aspirations and long-term goals of their clients. With a commitment to quality client service and a focus on building lasting relationships, the team delivers insight-based advice to help clients navigate the complexities of their financial journeys.

Led by experienced professionals like Senior Vice President Douglas Cosgrove, who boasts over 30 years in the financial industry and holds a CERTIFIED FINANCIAL PLANNER designation, Newport Legacy emphasizes strategies centered around three key elements: Liquidity, Longevity, and Legacy. This tailored approach enables clients to explore comprehensive wealth management solutions that are shaped by their current needs and future objectives.

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United States›California›Los Angeles›The Wacker, Demko, Lendi, Jaeggi, Bemel Team - UBS Financial Services Inc.

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