Christopher Doherty - UBS Financial Services Inc.

The Winstel Kincheloe Group, based in Charlotte, NC, is a prominent wealth management firm known for its dedication to fostering enduring client relationships. Under the leadership of Managing Director Jennifer Winstel and Senior Vice President Leslie Kincheloe, the team collaborates closely with clients to comprehend their aspirations and provide tailored financial guidance to help them achieve their life objectives. Generated from the website

Wickham Cash Partners, based in Charlotte, NC, is a highly experienced and trusted private wealth management firm with a rich tradition spanning six decades. With a team of over 18 professionals and drawing on the global resources of UBS Private Wealth Management, they offer comprehensive financial solutions to ultra high net worth families, addressing their most important priorities and concerns, such as wealth transfer planning, business succession, and philanthropic endeavors. Led by Mitchell Wickham, a seasoned Managing Director and Wealth Management Financial Advisor, the firm focuses on delivering personalized strategies tailored to each client's unique needs and circumstances. Their team's expertise extends beyond investment portfolios, encompassing investment, income replacement, philanthropic, and wealth transfer strategies. Wickham Cash Partners is dedicated to putting their clients' needs first and providing them with the highest level of commitment and care.Generated from the website

Visit our office today located in Charlotte, NC. 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.