Anchor Point Wealth Advisors - UBS Financial Services Inc.

UBS Financial Services Inc. is a leading financial institution located in Short Hills, NJ. With a team of experienced professionals, they are dedicated to providing quality strategies customized to meet the individual needs of their clients. Their mission is to be the primary source of financial advice, building long-term relationships through a commitment to exceptional client service. UBS Financial Services Inc. offers a wide range of services, including wealth management, asset management, and private and investment banking. With access to global platforms and the expertise of UBS's experts, they provide comprehensive solutions to help clients pursue their financial goals. Their focus on liquidity management and their commitment to staying informed on market trends make them a trusted partner in navigating the complexities of the financial world.Generated from the website

The Short Hills Group is a team of experienced financial advisors at UBS Financial Services Inc. in Short Hills, NJ, dedicated to building lasting relationships with their clients. They provide personalized financial planning and wealth management services that go beyond investments, encompassing all aspects of their clients' financial lives. With a combined industry experience from various merged firms, the team, led by James Schwarz, Senior Vice President Investments Financial Advisor, offers expertise in planning, portfolio management, and serving both individual and institutional accounts. They prioritize understanding their clients' goals and risk tolerance to create successful investment experiences. The team is committed to making a real impact in the lives of their clients by guiding them through major life events and helping them preserve and pass on their wealth.Generated from the website

Visit our office today located in Short Hills, NJ. 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.