Ventus Group - UBS Financial Services Inc.
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2301 W Big Beaver Rd Ofc
Troy, MI 48084
Succession Wealth Partners, part of UBS Financial Services Inc., is a Troy, MI-based financial advisory firm with over 80 years of collective experience. The team is dedicated to providing personalized financial advice and fostering close relationships with clients to help them achieve both current goals and future aspirations.
Specializing in succession planning, investment management, and retirement services, Succession Wealth Partners emphasizes the importance of communication and clarity in financial planning. Their collaborative approach aims to streamline clients' financial journeys and navigate the complexities of wealth management across generations.
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