The Capitol Group Institutional Consulting - Ubs Financial Services
Qazi, Martin & Associates at UBS Financial Services in Washington, DC, provides comprehensive family wealth management solutions tailored for high-level executives and successful entrepreneurs. Their mission is to help clients create custom plans that ensure the preservation of their hard-earned legacies for future generations.
With a focus on retirement confidence and financial planning, the team utilizes the UBS Wealth Way approach, which emphasizes three key dimensions: Liquidity, Longevity, and Legacy. Led by First Vice President Albert Shih, who brings expertise from his background in economics and human complex systems, the firm is dedicated to guiding clients through financial opportunities and challenges.
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