Lucas, Mark M Agt

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Wedgewood Investors Inc., established in 1984 in Erie, PA, is a distinguished independent Registered Investment Advisor (RIA) recognized for its unbiased investment advice and portfolio management services. As a fee-only advisor, Wedgewood prioritizes client interests by eliminating commissions and collaborating closely to help achieve optimal financial goals. The firm employs a comprehensive top-down approach to stock selection, focusing on both tangible metrics and intangible factors such as management guidance. With a low turnover rate and a disciplined sell strategy, Wedgewood remains committed to serving its clients without the limitations often associated with major banks, ensuring a personalized investment experience. Generated from the website

UBS is a global financial services company that offers a comprehensive range of wealth management, asset management, and investment banking solutions. With a focus on delivering tailored advice and investment strategies, UBS serves individuals, families, and corporate clients across various markets. The firm strives to create superior value for clients, shareholders, and employees, while emphasizing expertise in advice, execution, and a commitment to sustainability and impact. By leveraging insights and innovative capabilities, UBS aims to navigate the complexities of global finance and enhance its clients' financial well-being. Generated from the website