The Wesner Investment Consulting Group - UBS Financial Services Inc.

Anchor Wealth Management, part of UBS Financial Services Inc., is dedicated to establishing lasting relationships with clients by understanding their priorities and concerns. The team works collaboratively to create comprehensive investment strategies that empower clients to pursue their life goals confidently. Located in Baltimore, Maryland, the firm features a skilled team of financial advisors, including certified professionals with diverse backgrounds and expertise in wealth management, corporate retirement benefits, and estate planning. Their personalized approach ensures tailored Services to help clients navigate their financial journeys effectively. Generated from the website

Anchor Wealth Management is a dedicated financial services team at UBS Financial Services Inc. in Baltimore, Maryland. The team specializes in understanding clients' priorities and goals, working collaboratively to design detailed investment plans that align with each client's vision for the future. With a wealth of experience and industry recognition, the team features experts such as Daniel H. White and Christopher K. Hicks, both holding the CERTIFIED FINANCIAL PLANNER certification. Their collective aim is to assist clients, including business owners and families, in achieving long-term financial success while providing first-class service through their client associates. Generated from the website

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