The CG Wealth Management Group - Ubs Financial Services

UBS AG is a prominent financial services firm that focuses on wealth management, asset management, and investment banking, serving distinguished investors and institutions globally. With a commitment to delivering tailored advice and innovative investment solutions, UBS strives to create superior value and stand out in the industry through its expertise and execution. The firm is dedicated to understanding the evolving landscape of wealth, particularly the trends influencing wealth in the U.S. and worldwide. UBS emphasizes the importance of cybersecurity and client protection, especially in the context of its recent integration with Credit Suisse, while actively providing insights and resources to guide clients through financial complexities. Generated from the website

Visit our office today located in Coral Gables, FL. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Alterra Home Loans, based in Coral Gables, FL, is dedicated to making homeownership accessible through personalized financial solutions tailored to meet individual needs. With a strong commitment to building wealth through homeownership, Alterra offers a variety of programs specifically designed for first-time homebuyers. Licensed across over 40 states, Alterra Home Loans aims to simplify the homebuying experience with innovative tools, such as their mobile application, Pronto, which allows families to manage their loan applications conveniently. The company is part of Panorama Mortgage Group LLC, which operates multiple lending brands to serve a diverse range of clients, including those with Individual Taxpayer Identification Numbers (ITINs). Generated from the website