Brookfield, WI Private Wealth Management - UBS Financial Services

Visit our office today located in Brookfield, WI. 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.

Perrigo Magner McCarthy - UBS Financial Services in Brookfield, WI, specializes in retirement plan consulting, assisting plan sponsors with optimizing their employee retirement plans and navigating the complexities of fiduciary responsibilities. With over 30 years of experience, Bruce Gerard Lanser leads the team in delivering tailored insights and strategies that enhance both sponsor and participant success. Dedicated to community involvement, Bruce serves as Chairman of the Investments Committee of Junior Achievement of Wisconsin and is an internationally recognized speed skating official. His commitment extends beyond finance, as he actively promotes financial wellness education to empower employees at all organizational levels. Generated from the website

UBS Financial Services in Brookfield, WI, led by Vice President Wealth Management Financial Advisor Diane Veenendaal, focuses on building lasting relationships with clients by providing thoughtful financial planning and wealth management services that extend beyond investments to encompass all aspects of their financial lives. With a customized approach, the team guides clients through major life events, helping them preserve and pass on their wealth. Committed to excellence and understanding the unique needs of each client, UBS leverages its global leadership in wealth management to deliver finely crafted financial advice tailored to what matters most to individuals. With a strong emphasis on liquidity management and a history of resilience, UBS, in partnership with Credit Suisse, offers a wealth management experience that is backed by expertise, heritage, and a global footprint spanning 51 countries.Generated from the website