Visintine & Murnane Wealth Management Partners - Ubs Financial Services

Visit our office today located in Upper Arlington, OH. 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.

Gateway Wealth Management, a division of UBS Financial Services Inc. in Columbus, OH, specializes in sophisticated wealth management and strategic exit planning for a select clientele, including successful families, entrepreneurs, and corporate executives. With a team that includes certified financial planners and investment analysts, they provide tailored advice to help clients navigate significant life transitions and financial complexities. The firm is dedicated to building long-term relationships through quality client service and customized financial strategies. Led by experienced professionals with deep industry knowledge, Gateway Wealth Management aims to empower clients to make informed decisions for their businesses, families, and futures. Generated from the website

UBS Financial Services in Columbus, OH, is dedicated to providing customized financial strategies tailored to meet the unique needs of its clients. With a focus on building long-term relationships, the firm emphasizes quality client service and a commitment to understanding clients' priorities and concerns. Led by Market Director Erik L. Puffenberger, who brings over 20 years of experience in wealth management, the team is committed to empowering financial advisors to effectively serve their clients. The firm also actively engages in community initiatives, reflecting its belief in the vital role financial advisors play in enhancing the lives of individuals and families. Generated from the website