Thompson Wealth Management Group - Ubs Financial Services

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Website
600 W Broadway
San Diego, CA 92101
+1 (619) 557-4784
https://advisors.ubs.com

RKG Wealth Management, a division of UBS Financial Services, is a San Diego-based financial advisory firm that offers tailored financial planning services to help clients achieve their goals and navigate major life changes. With a focus on building long-term relationships and providing quality client service, their team of experienced advisors, including Andrew Ratner and Thomas Krumenacker, offer expertise in wealth management, retirement planning, estate planning, and business transitional planning.

With a commitment to empowering clients and challenging conventional wisdom, RKG Wealth Management believes in personalized strategies that align with individual priorities, concerns, and beliefs. Their advisors, such as Andrew Ratner, who has a deep commitment to community involvement, bring a wealth of industry recognition and experience to guide clients towards financial success. Whether it's building income portfolios or incorporating wealth preservation tactics, RKG Wealth Management aims to be the primary source of financial advice for their clients.

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