Collaborative Financial Partners - Ubs Financial Services

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325 N Old Woodward Ave
Birmingham, MI 48009
+1 (248) 645-3909
https://advisors.ubs.com

Succession Wealth Partners, part of UBS Financial Services Inc, is dedicated to being a primary source of comprehensive financial advice, emphasizing quality, integrity, and teamwork. With over 80 years of collective experience, the firm prioritizes the financial well-being of families and businesses, offering personalized strategies and fostering close relationships to ensure long-term success and succession planning.

The team at Succession Wealth Partners specializes in various areas, including business transition planning, retirement plan services, and navigating a changing tax landscape. Their collaborative approach allows them to tailor solutions that align with clients' goals while leveraging the insights of a global wealth manager for effective account management and investment strategies.

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