William Hunter Wolbach, CFP-UBS Financial Services Inc

Midwest Wealth Management Partners, part of UBS Financial Services Inc., is dedicated to providing personalized financial planning and wealth management services tailored to the unique needs of each client. With a focus on understanding individual priorities, the firm aims to help clients navigate their financial journeys and adapt their plans as circumstances change over time. Backed by the global strength of UBS AG, the firm emphasizes a comprehensive approach to wealth management that incorporates liquidity, longevity, and legacy strategies. Their team of experienced advisors, including recognized professionals like Gary D. Smith, is committed to building long-term relationships and delivering quality client service to empower clients in achieving their financial goals. Generated from the website

James Bernard Lipari, CFP, CLU is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Kansas City, MO. With over 30 years of experience in the financial services industry, James specializes in helping clients address their current financial needs and create a roadmap for their future goals, including legacy planning for future generations. As a Portfolio Manager in the UBS Portfolio Management Program, James manages customized investment strategies and provides traditional advice and guidance to his clients. He is also a CERTIFIED FINANCIAL PLANNER and holds the Chartered Life Underwriter designation. James is actively involved in his community through various organizations, including the Eastland Community Foundation and the Gamma Chi Chapter of Kappa Sigma's Gift Fund. He currently sits on the board of Big Brothers Big Sisters of Greater Kansas City and is a member of the Kansas City Estate Planning Society. James earned his bachelor's degree from Kansas State University and resides in Lee's Summit, Missouri with his wife and two sons.Generated from the website

Steven Hughes, CFP, CIMA is a Senior Vice President Investments at UBS Financial Services Inc. in Kansas City, MO. With a focus on insight-based advice, Steven and his team listen to their clients' priorities and concerns to help them confidently pursue their life goals. Recognized for his expertise, Steven has been awarded prestigious titles such as Barron's Top 1,200 Financial Advisors and Forbes Best-in-State Wealth Advisors. UBS Financial Services Inc., in partnership with Credit Suisse, offers a wide range of financial services to help clients navigate through various market opportunities and challenges. With over 160 years of experience, UBS has proven to be a resilient and trusted global bank. Their team of professionals, including Steven Hughes, CFP, CIMA, is dedicated to providing personalized advice and guidance to help clients achieve their financial objectives.Generated from the website