Michael Kadetz CPA LLC
3 Point Legacy Advisors, based in Cincinnati, OH, is a team within UBS Financial Services that specializes in wealth management for business owners and entrepreneurs. With over $2 billion in assets under management and a 14-person seasoned team, they offer a comprehensive range of services tailored to the unique needs of privately owned businesses.
Their services include pre and post-sale planning, investment banking, risk management solutions, family advisory and governance, wealth transfer and estate planning, as well as personal and commercial banking solutions. By leveraging the resources of UBS, one of the largest wealth management firms globally, 3 Point Legacy Advisors provide personalized strategies to help clients achieve their financial and life goals.
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