vL Associates - UBS Financial Services Inc.

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

Hendler Stern - UBS Financial Services Inc. is a leading wealth management firm based in Washington, DC. With a team of experienced professionals, including Managing Director Jared Max Hendler and Senior Vice President David Stern, the firm offers a global perspective and personalized approach to help clients achieve their financial goals. Recognized for their expertise in investment management and strategic planning, Hendler Stern provides comprehensive wealth management services to high-net-worth individuals and families. With a focus on understanding clients' priorities and concerns, Hendler Stern takes a holistic approach to financial planning, considering the big picture and discussing clients' visions for the future. Their team of advisors, including Senior Wealth Strategy Associates Nicola O'Neil and Andrew Perlstein, brings deep industry knowledge and a commitment to delivering tailored solutions. Whether clients are looking to grow their wealth, preserve assets, or plan for retirement, Hendler Stern provides the expertise and guidance needed to confidently pursue life goals.Generated from the website

Robert Allred, CFP, CPWA, is a Managing Director and Wealth Management Financial Advisor at UBS Financial Services Inc. in Washington, DC. With a focus on personalized wealth management, he offers customized services tailored to meet the unique needs and aspirations of his clients. A CERTIFIED FINANCIAL PLANNER practitioner and Certified Private Wealth Advisor, Allred has extensive training in various areas including financial planning, estate planning, and investment strategies. He has been recognized in Barron’s Top 1200 Financial Advisors and Forbes Best in State Wealth Advisors for multiple years, underscoring his dedication to high-quality financial services. Generated from the website