Herman Wealth Management Group - Ubs Financial Services

UBS in Winston-Salem, NC, is a leading wealth management firm offering a comprehensive range of tailored investment services for distinguished investors and families, alongside asset management and advisory services for corporate clients. With a commitment to superior value and expertise, UBS aims to stand out in the financial industry through innovative solutions and a focus on sustainable impact. The firm serves diverse clients, including private individuals, intermediaries, institutional investors, and North American subsidiaries of Swiss corporations, providing insights and strategies to navigate complex financial landscapes. In addition, UBS emphasizes the importance of cybersecurity, actively protecting client information against potential fraud and unauthorized communications. Generated from the website

Founded in 1979, Salem Investment Counselors is a U.S. Securities and Exchange Commission-registered investment advisor. It provides a range of investment management services to individuals, endowments, nonprofit organizations and companies. Salem Investment Counselors offers asset allocation and portfolio management services. It provides objective setting, income and debt analysis, charitable giving and retirement planning services. Salem Investment Counselors offers benefit analysis, cash flow strategy, gift planning and insurance review services. It also provides tax consulting and planning services. The company makes investments in small- and medium-sized, as well as established companies. Salem Investment Counselors serves clients in the areas of investment analysis, banking, law, accounting, taxation, real estate and venture capital.