Financial Planning Services available to Regeneron Employees - UBS Financial Services Inc.

The Webster Group, a division of UBS Financial Services Inc. in Salt Lake City, UT, is dedicated to providing insight-based financial advice and customized strategies to help clients pursue their life goals. With a focus on developing long-term relationships and a commitment to quality client service, their team of experienced professionals, led by Senior Vice President Kenneth Webster and Authorized Officer Cathleen Wright, aims to be the primary source of financial advice for their clients. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, The Webster Group offers a wide range of services, including investment advisory and brokerage services. With a global footprint spanning 51 countries, UBS has a proven track record of guiding clients through various financial challenges and market opportunities. Their mission is to craft finely-tailored financial advice that aligns with each client's unique needs and aspirations.Generated from the website

Sage Partners, a division of UBS Financial Services Inc. in Salt Lake City, UT, is a leading provider of strategic wealth management solutions for high net worth individuals and families. With decades of collective experience and access to the extensive resources of UBS, one of the world's largest wealth managers, Sage Partners offers bespoke advice and solutions tailored to clients' financial goals and passions. Their comprehensive approach and deep understanding of the opportunities and challenges faced by affluent individuals and families allow them to address any complex issue that may arise, while providing guidance and support throughout the wealth journey. Recognized as an industry leader, Sage Partners adopts a family office-like approach, bringing integrity, passion, and strategic thinking to their relationships with clients. Their team, led by Michael Peirce, CFP, CIMA, focuses on delivering exceptional service and exceeding client expectations. Whether it's day-to-day financial management or life-changing decisions, Sage Partners is committed to providing the expertise and support needed to help clients navigate their wealth journey with confidence.Generated from the website

The Ballard Meyer Wealth Management Group is a team of experienced financial advisors based in Salt Lake City, UT. With over 25 years of industry expertise, they specialize in providing personalized wealth management and financial planning services to families and professionals nearing or in retirement. Their mission is to help clients confidently pursue their life goals by offering insight-based advice and customized strategies tailored to their unique needs. Committed to building long-term relationships, The Ballard Meyer Wealth Management Group focuses on delivering quality client service and utilizing the industry-leading resources of UBS Financial Services. Their team, led by Brian Ballard and Michael G. Meyer, offers a comprehensive range of services, including investment management, retirement planning, wealth transfer, risk management, and more. With a dedication to helping clients enjoy more and worry less, they strive to be the primary source of financial advice for individuals looking to build and manage their wealth.Generated from the website