The CTW Group-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.

Roger Feldman at UBS Financial Services Inc. in Baltimore, MD, specializes in comprehensive wealth management tailored for business owners, emphasizing the importance of understanding clients' priorities and long-term goals. With over 35 years of experience, Roger brings an institutional perspective to his practice, guiding clients through various market cycles and ensuring they have a solid financial plan in place. Residing in Arnold, Maryland, Roger and his wife, Cindy, prioritize family and community, with their two grown sons living nearby. His approach to wealth management includes a focus on succession planning and creating rewarding workplace environments, helping clients navigate the complexities of wealth transfer and employee retention. Generated from the website

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