Lusardi Wealth Management - UBS Financial Services Inc.

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1 State St Ste 1600
Hartford, CT 06103
+1 (860) 275-8051
https://advisors.ubs.com

Lusardi Wealth Management, a part of UBS Financial Services Inc., is dedicated to guiding clients through significant life events while helping them preserve and pass on their wealth. With a focus on customized financial planning and comprehensive wealth management, the firm addresses all aspects of a client's financial life.

Senior Vice President Charles Verner leads the team, drawing on extensive experience in serving high net worth individuals, families, professionals, and businesses. His approach emphasizes asset management, tax-efficient investing, and retirement and estate planning strategies, ensuring that each financial plan aligns with clients' goals over time.

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