Aimpoint Partners - UBS Financial Services Inc.

Pollard/Glasgow Wealth Management Group at UBS Financial Services Inc. in Atlanta, GA, specializes in providing personalized wealth management solutions for affluent families, family office groups, and foundations. Their approach integrates three key strategies—Liquidity, Longevity, and Legacy—designed to address clients' financial goals across various timeframes. The team, led by Senior Vice Presidents Tee Pollard III and Howard Wil Glasgow III, brings extensive experience in investment strategy, portfolio management, and business development. They are committed to organizing clients' financial lives while ensuring a tailored approach to meet individual needs and aspirations. Generated from the website

Key Partners - UBS Financial Services Inc. in Atlanta, GA, specializes in providing comprehensive wealth management solutions tailored for affluent families, entrepreneurs, and executives. With a team of experienced professionals, they navigate complex financial landscapes to address multigenerational wealth and unique client needs. Offering services that include liquidity management, estate planning, and philanthropic strategies, Key Partners integrates institutional-level resources within UBS to ensure continuity and opportunity for family offices. Their structured planning process helps clients craft tailored financial roadmaps that align with their priorities and adapt to unexpected life changes. Generated from the website

Miller Marsden Suther Wealth Management is a team of dedicated Financial Advisors based in Atlanta, GA, committed to helping individuals and families organize their finances and pursue their short-term needs, longer-term goals, and generational visions. With their knowledgeable perspective, good judgment, and broad experience, they provide quality strategies customized to each client's needs, aiming to be their primary source of financial advice. Led by Edward Ted Miller, a highly experienced Managing Director with a background in mathematics, naval aviation, and investment banking, the team is recognized for their expertise and has been featured on Barron's Top Advisors List and Forbes Best-in-State Wealth Advisors. They offer services in portfolio construction, relationship management, investment management, financial planning, lending, insurance, and more, with a focus on building long-term relationships through quality client service.Generated from the website