Charles Chang - Morgan Stanley

Building an environment of Trust Tapping into vast resourcesAccomplishing life goals-without reservation

At Maven Bridge Capital, our Wealth Advisors guide individuals and families through life transitions which usually involve changes to your lifestyle, sometimes as a result of important events (new family, leaving a job, retirement, selling/starting a business, inheritance, etc.) that make you stop and evaluate your life. We are here to provide personalized advice to empower and guide you through these life transitions.

John Halperin is a Senior Vice President of Wealth Management at UBS Financial Services, specializing in advising athletes and entertainers. With an extensive background in financial planning, he offers a personalized approach that combines strategic access to UBS's resources and a focus on the unique financial complexities faced by high-achieving professionals. Halperin's team is dedicated to providing comprehensive financial solutions that encompass liquidity needs, longevity planning, wealth transfer strategies, and life transition planning. Recognized multiple times as one of Forbes' Best-in-State Wealth Advisors, he brings a wealth of experience and insights tailored to simplify the financial landscapes of clients navigating dynamic personal and professional goals. Generated from the website