Wise River Advisors - UBS Financial Services Inc.

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2000 Avenue of the Stars Fl 12
Los Angeles, CA 90067
+1 (310) 734-2382
https://advisors.ubs.com

Wise River Advisors - UBS Financial Services Inc. in Newport Beach, CA, offers personalized wealth management solutions through a client-centered approach, focusing on understanding clients' priorities and developing customized strategies. The team, led by experienced professionals such as Douglas Cosgrove and Jon T. Dunavold, emphasizes building long-term relationships and delivering quality client service to help individuals achieve their financial goals.

Utilizing the UBS Wealth Way framework, the firm addresses clients' needs across three vital dimensions: Liquidity for short-term cash flow, Longevity for long-term stability, and Legacy for wealth transfer. Their methods are grounded in collaboration and thorough discussions, although outcomes are subject to market risks, including potential loss of the entire investment.

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Visit our office today located in Los Angeles, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
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