Lee Friedman, CFP - UBS Financial Services Inc.

OakRing Wealth Partners, a branch of UBS Financial Services Inc. located in Alpharetta, GA, specializes in comprehensive wealth management and financial advisory services. With a collective experience of over 400 years and $27 billion in assets under management, they prioritize building lasting relationships by understanding clients' visions and financial goals. The firm is dedicated to empowering individuals, particularly women, in financial decision-making, offering tailored strategies and resources for navigating today's complex financial landscape. By fostering collaboration with clients and their other professional advisors, OakRing Wealth Partners positions itself as a trusted advocate in achieving long-term financial success for families across generations. Generated from the website

UBS Financial Services Inc. is a leading global wealth manager with more than 160 years of experience, assisting clients through various market opportunities and financial challenges. The firm emphasizes cultivating lasting relationships by understanding clients' priorities, enabling them to pursue their financial goals with confidence through a strategic approach encapsulated in the UBS Wealth Way framework, which prioritizes Liquidity, Longevity, and Legacy. With investments totaling $6 trillion across 51 countries, UBS is committed to delivering comprehensive wealth management services informed by expert insights. The organization not only focuses on personalized financial strategies but also supports community initiatives such as disaster relief efforts, showcasing its dedication to both clients and broader societal impacts. Generated from the website