Berman Partners - UBS Financial Services Inc.

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525 Okeechobee Blvd Ste 1500
West Palm Beach, FL 33401
+1 (561) 625-2613
https://advisors.ubs.com

Berman Partners, a team within UBS Financial Services Inc., specializes in Private Wealth Management, offering a holistic approach to wealth preservation, growth, and customized investment strategies tailored to individual client needs. With a focus on building long-term relationships, they provide comprehensive financial guidance that encompasses asset allocation, portfolio rebalancing, and wealth transfer across generations.

The team, led by experienced professionals like Brian Lowenthal and Kristen Bissett, prides itself on delivering practical solutions for significant wealth management, ensuring clients remain focused on their investment goals. Their commitment to understanding clients' values and aspirations allows for the creation of individualized financial strategies that support both current needs and future legacies.

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