Brock Van Selow, AWMA® - UBS Financial Services Inc.

New Columbia Advisors, a division of UBS Financial Services Inc., is a leading private wealth management firm based in Washington, DC. With a focus on highly successful families, their team offers innovative approaches and global solutions to grow and preserve complex wealth. Through their extensive resources and expertise in investment strategy, portfolio implementation, and risk management, they provide clients with opportunities that transcend borders and generations. Led by experienced professionals such as James Michael New, Patrick Michael Kenny, Judy Spalthoff, and Ann Bjerke, New Columbia Advisors is committed to helping clients make confident decisions about their financial future. Whether it's retirement planning, business strategies, or nonprofit development, their elite professional network and deep industry knowledge ensure that clients receive informed advice and ongoing support. With a track record of industry recognition and a dedication to building meaningful relationships, New Columbia Advisors is a trusted partner for families seeking comprehensive wealth management solutions.Generated from the website

Washington, DC Private Wealth Management is a leading financial services firm that offers personalized and customized strategies to meet the unique needs of their clients. With a team of experienced professionals, they provide quality advice and guidance to help individuals and families achieve their financial goals. Their commitment to long-term relationships and exceptional client service sets them apart in the industry. Under the leadership of Julie Fox, the Market Executive, and supported by Emily Frenzel, the Associate Market Executive, and Jacob Shine, the Director Market Director, Washington, DC Private Wealth Management serves clients in Philadelphia, Washington D.C., and surrounding areas. With a focus on delivering tailored solutions and a dedication to excellence, they strive to be the primary source of financial advice for their clients.Generated from the website