Finnerty Partners-UBS Financial Services Inc

Hendler Stern - UBS Financial Services Inc. is a Washington, DC-based firm specializing in private wealth management, dedicated to understanding clients' priorities and helping them achieve their financial goals. The team, led by experienced professionals like Jared Max Hendler and David Stern, combines extensive industry knowledge with a client-centric approach to investment strategies. With a focus on personalized advisory services, the firm employs a comprehensive perspective on wealth management, drawing from the diverse backgrounds of its advisors. Their expertise spans various financial sectors, ensuring that clients receive tailored solutions to navigate complex investment landscapes. Generated from the website

The Capital ESOP Group, located in Washington, DC, is a wealth management firm specializing in helping business owners understand their options when it comes to unlocking the value of their businesses. With a focus on providing a thoughtful and holistic exit strategy, The Capital ESOP Group aims to assist business owners in planning for a successful transition and ensuring the financial future of their families and employees. Offering services such as tax-efficient exit strategies, employee stock ownership plans (ESOPs), and assistance with managing repurchase liability, The Capital ESOP Group leverages the depth and resources of UBS Financial Services Inc. to provide comprehensive solutions for privately held businesses. Whether it's monetizing a business, expanding operations, or succession planning, The Capital ESOP Group is dedicated to helping business owners navigate the complexities of their financial decisions.Generated from the website

The Neal Wealth Consulting Group, part of UBS Financial Services Inc., is led by Senior Vice President and Financial Advisor Bruce Neal, who brings nearly three decades of experience in wealth management. The firm specializes in comprehensive financial, estate, and wealth management plans tailored for corporate executives, entrepreneurs, and ultra-high-net-worth clients, including endowments and foundations. With a focus on the UBS Wealth Way approach, the group emphasizes the importance of liquidity, longevity, and legacy in assisting clients with their wealth management needs. The Neal Wealth Consulting Group provides personalized investment solutions and capital allocation strategies designed to help clients confidently pursue their financial goals while navigating diverse market environments. Generated from the website