Burchell Wealth Management-UBS Financial Services Inc
Burchell Wealth Management, a division of UBS Financial Services Inc., is located in Purchase, NY, and is dedicated to providing personalized financial advice tailored to the unique needs of its diverse clientele. With over 160 years of experience, UBS has established itself as a leading global wealth manager, offering a comprehensive approach to organizing finances across short-term needs, long-term goals, and legacy planning.
The team, co-led by experienced Managing Directors Enrique Stieglitz and Juan Diez de Bonilla, focuses on developing long-term relationships while delivering customized strategies that address clients' wealth management aspirations. Their expertise is underscored by numerous accolades, including consistently being named among Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams.
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