Walker Wealth Management - UBS Financial Services Inc.
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Walker Wealth Management, a division of UBS Financial Services Inc., is based in Red Bank, NJ, and specializes in providing comprehensive wealth management services to ultrahigh-net-worth clients. Led by Managing Director and Senior Portfolio Manager Ira Walker, the team operates within a boutique multifamily office environment, focusing on customized strategies that integrate all aspects of clients' financial lives.
The firm emphasizes first-class service by taking the time to understand each family's unique vision and objectives. With a range of integrated services including investment planning, tax and financial planning, family legacy support, and trust and estate services, Walker Wealth Management aims to help clients preserve and grow their wealth while establishing a lasting legacy for future generations.
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