FINANCIAL ADVISOR PROFILE
OTHER FINANCIAL ADVISOR INFO
The Wages Wilson Group works closely with you to organize, plan and manage all aspects of your wealth. We focus specifically on the unique needs of legal professionals, small business and corporate executives who run closely-held private companies, as well as the founding families of those companies. We believe our clients value our ability to speak knowledgeably about their professional ventures.
Our experienced team can help you to create a comprehensive financial plan that includes your retirement and lifestyle transition goals. Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management centered entirely on you, your family and your dreams for the future.