The Capital ESOP Group - UBS Financial Services Inc.

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

Orchard Gate Partners, a team within UBS Financial Services Inc., specializes in private wealth management, providing personalized financial advice enriched by extensive experience with families, businesses, and legacy goals. Their comprehensive approach encompasses portfolio management, estate planning, and philanthropic strategies, allowing clients to confidently navigate complex financial decisions. The team, comprising seasoned professionals like Kayvon Sarmadi and Toria Scotto, emphasizes relationship building and commitment to client service. By leveraging UBS's global resources, they strive to deliver excellence in managing wealth and guiding clients toward achieving their most important personal and business objectives. Generated from the website