The Shantz Mantione Group - UBS Financial Services Inc.

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600 Washington Blvd
Stamford, CT 06901
+1 (203) 705-4240
https://advisors.ubs.com

The Shantz Mantione Group - UBS Financial Services Inc. in Stamford, CT, specializes in providing tailored financial planning and wealth management services, focusing on high net worth individuals, families, and businesses. With a comprehensive approach that emphasizes asset management, tax-efficient investing, and retirement and estate planning strategies, they guide clients through major life events to help preserve and pass on their wealth.

Led by Senior Vice President Charles Verner, the team collaborates closely with clients to create personalized financial plans anchored in their unique goals and aspirations. Their UBS Wealth Way strategy integrates three essential dimensions—Liquidity, Longevity, and Legacy—allowing clients to optimize their financial lives while aligning strategies with individual objectives over various time frames.

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Visit our office today located in Stamford, CT. 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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