BKH & D Financial Services LLC
Burchell Wealth Management is a team of experienced financial advisors based in White Plains, NY, dedicated to helping clients achieve their life goals. Led by Peter Burchell, a Senior Vice President in Wealth Management, the team takes a personalized approach, listening to clients' priorities and concerns to develop a comprehensive financial plan.
With a focus on liquidity management, Burchell Wealth Management provides expert advice on investment strategies, offering insights from UBS Chief Investment Office and access to a global network of resources. Backed by the strength of UBS, a world-leading wealth manager, the team is committed to delivering finely crafted financial advice that aligns with clients' individual needs and aspirations.
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