James Bertrand-UBS Financial Services Inc

Succession Wealth Partners, part of UBS Financial Services Inc., is dedicated to being a primary source of financial advice for clients, leveraging over 80 years of collective experience to help families achieve their long-term financial goals. The firm emphasizes the importance of communication and relationship-building, ensuring clients receive personalized strategies for business transition, succession planning, and comprehensive wealth management. With a focus on quality, integrity, and teamwork, the experienced team at Succession Wealth Partners offers tailored investment strategies and retirement planning services that adapt to changing economic conditions and client needs. They pride themselves on fostering lasting relationships that extend across generations, delivering insights and resources for both personal and professional financial growth. Generated from the website

Visit our office today located in Birmingham, MI. 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.

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. Generated from the website