88 Peaks Advisory-UBS Financial Services Inc

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325 N Old Woodward Ave Ste 200
Birmingham, MI 48009
+1 (248) 645-7897
https://advisors.ubs.com

The Wealth Strategy Group - UBS Financial Services Inc. in Birmingham, MI is a team of experienced wealth management professionals dedicated to providing comprehensive financial planning and investment strategies tailored to the individual needs of their clients. With a focus on building long-term relationships and delivering quality client service, their team of experts offers personalized solutions for investment, insurance, and legacy planning, helping clients pursue their financial goals with confidence.

Led by Managing Director Jerry Norris, a Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA), the team at The Wealth Strategy Group brings a wealth of knowledge and expertise to guide clients through various market cycles. They are committed to understanding what matters most to their clients and working together to create customized plans that help them stay on track towards their financial objectives. Whether it's retirement planning, estate planning, or investment management, The Wealth Strategy Group is dedicated to being their clients' primary source of financial advice.

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