Quantum Family Wealth Management - UBS Financial Services Inc.

Call
Website

Photos

500 E Pratt St Fl 11
Baltimore, MD 21202
+1 (410) 576-3242
https://advisors.ubs.com

Quantum Family Wealth Management, a division of UBS Financial Services Inc. located in Baltimore, MD, specializes in providing customized financial planning and wealth management services. Their mission is to build lasting relationships with clients by offering quality strategies tailored to individual needs, guiding them through major life events while preserving and transferring wealth.

The team at Quantum Family Wealth Management comprises experienced professionals, including Senior Vice President James Cragg, Managing Director Ejner Johnson, and Senior Vice President Sean Hagerty, each bringing decades of expertise in finance and wealth management. They emphasize a comprehensive approach to financial planning, focusing on investment management, estate planning, and charitable giving, ensuring that clients receive attentive and empathetic service throughout their financial journey.

Generated from the website

We can help you embrace your financial future

Also at this address

Owner verified
See a problem?

You might also like

Susan Seifert - UBS Financial Services Inc.

Susan Seifert - UBS Financial Services Inc.

Anchor Wealth Management, part of UBS Financial Services Inc. in Baltimore, MD, is dedicated to building lasting relationships with clients by understanding their unique priorities and life goals. The team of certified financial planners focuses on developing comprehensive investment strategies and providing outstanding financial guidance. The firm is led by experienced professionals, including Managing Directors Daniel H. White and Christopher K. Hicks, who offer deep expertise in wealth management and corporate retirement benefits. Anchor Wealth Management prides itself on delivering personalized service while helping clients achieve confidence in their financial futures. Generated from the website
The Wesner Investment Consulting Group - UBS Financial Services Inc.

The Wesner Investment Consulting Group - UBS Financial Services Inc.

The Wesner Investment Consulting Group, a part of UBS Financial Services Inc. located in Baltimore, MD, specializes in providing tailored financial strategies and advice aimed at helping clients achieve their long-term goals. Led by Senior Vice President Kevin Wesner, the team is committed to developing lasting relationships through a deep understanding of clients' financial situations and aspirations. With a wealth of experience in wealth management, retirement planning, and 401(k) consulting, the team emphasizes quality client service and personalized investment experiences. Senior Registered Client Associate Sherry Outen complements this approach by collaborating with clients to meet their overall investment and banking needs. Generated from the website
Baltimore, MD Branch Office - UBS Financial Services Inc.

Baltimore, MD Branch Office - UBS Financial Services Inc.

Visit our office today located in Baltimore, MD. 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.
United States›Maryland›Baltimore›Quantum Family Wealth Management - UBS Financial Services Inc.

Yext