BARNEY SMITH

Management Wealth is a financial services firm based in Traverse City, MI, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Management Wealth helps clients navigate the complexities of managing and growing their wealth for the future. Generated from their business information

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

UBS is a leading global wealth manager and universal bank based in Switzerland, renowned for its extensive suite of financial services, investment solutions, and personalized advice for discerning investors and families. The firm serves a diverse clientele, including corporate and institutional investors, through its robust investment banking and asset management capabilities. With a solid foundation in capital reserves and a commitment to sustainability and impact, UBS aims to empower clients to achieve their financial goals while providing insights and tailored solutions. The integration of Credit Suisse enhances UBS's offerings, fostering secure financial relationships and innovative strategies for clients worldwide. Generated from the website