Lincoln, NE Private Wealth Management - UBS Financial Services Inc.

The Frederick Group, a division of UBS Financial Services Inc. in Lincoln, NE, is a team of experienced financial advisors dedicated to making a real impact in the lives of their clients. With a customized approach that goes beyond investments, they provide thoughtful financial planning and wealth management services to help clients navigate major life events and preserve and pass on their wealth. Led by Matthew Frederick, a seasoned financial advisor with over 20 years of industry experience, The Frederick Group focuses on developing long-term relationships with their clients through a commitment to quality client service. They offer expertise in retirement planning, estate planning strategies, legacy planning, impact investing, and more, ensuring that each client's unique needs and aspirations are met. With a strong emphasis on community involvement and philanthropy, The Frederick Group is dedicated to providing exceptional service and guidance to their clients through all market cycles.Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.