Align Wealth Management

In operation for over 150 years, UBS is one of the leading financial institutions in the world. It offers a comprehensive line of financial services comprising multiple business lines, such as financial markets, wealth management, asset management, investment and retail banking. The company also focuses on research across various fields, including wealth management research, equity research, investment research, global asset management research, economic forecasts and more. UBS provides financing options for personal, home, business and investment needs along with institutional consulting. It serves both corporate and individual clients and offers its services online. It is associated with various community service initiatives and sponsors cultural and sporting events.

Ameriprise Financial Advisors in Tampa, FL, are committed to helping clients achieve their financial goals through personalized, one-on-one financial advice. With a network of over 10,000 advisors, they focus on aligning their expertise with the unique needs and aspirations of each individual. The firm offers a range of services, including customized portfolio recommendations and regular meetings to track progress. Ameriprise Financial Advisors emphasize the importance of understanding clients' values and concerns, providing access to digital tools for ongoing investment management. Generated from the website

HistoryIn our family office we pride ourselves on our ethics, morals, and family values. We combine those with our skills, education and experience to help meet clients goals and objectives. At Rosenberg Asset Management we are proud to set the standard for all other financial advisory firms, large and small.SpecialtiesWith the power of our independence, combined with the dynamic services of Summit Brokerage and Pershing LLC, we are able to give our clients the tools that are available to the largest institutions and wealthiest investors, at a local level. Our clients are all a priority to our firm, regardless of the size of their accounts. Using our unique and disciplined approach to investing we can work with nearly any individual or business to meet their financial needs.