Talon Asset Management

UBS Financial Services Inc. offers tailored Private Wealth Management solutions designed to integrate clients' complex investing, planning, and financing priorities. With a seasoned team of financial advisors backed by over 160 years of experience, UBS is committed to delivering trusted financial advice to help clients achieve their wealth goals. By leveraging global market insights and extensive resources, UBS's Wealth Way approach organizes clients' financial lives into three key dimensions: Liquidity, Longevity, and Legacy. This comprehensive strategy focuses on developing long-term relationships and providing customized quality strategies to meet clients' unique financial needs. Generated from the website

We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.

At Curtiss Wealth Management, LLC we take a comprehensive approach to helping you live your retirement dreams. Whether you are a few years from retirement or currently retired, our goal is to help protect the wealth that you have spent a lifetime accumulating while still being able to draw the in...