Can you see past today’s uncertainties? Approach your financial future with confidence
A longevity strategy can help you overcome the doubts of today’s market volatility by helping you plan for longer-term expenses, like buying a second home, paying for a wedding, or starting an art collection. As part of the broader UBS Wealth Way framework, it seeks to grow your wealth over time, typically through investments aligned to your risk portfolio and goals. Our framework is designed to help you turn your possibilities into a plan. Call us today to start the conversation to uncover everything that’s important to you—beyond your money and wealth. Jason Maas, CFP®, CIMA® Managing Director–Wealth Management Senior Portfolio Manager jason.maas@ubs.com
The Burish Group UBS Financial Services Inc. 8020 Excelsior Drive, Suite 400 Madison, WI 53717 608-821-3712 burishgroup@ubs.com
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. The Burish Group has over $4.6 billion in local assets under management.*
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*As of February 21, 2023. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified finanCial PlannerTM and federally registered CFP (with flame design) in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CIMA® is a registered certification mark of the Investments & Wealth InstituteTM in the United States of America and worldwide. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. © UBS 2023. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. VIP_02212023-3_option2 Exp.: 02/29/2024