Ferguson Wealth Management - Ubs Financial Services

Call
Website

Advertisement

750 University Ave
Los Gatos, CA 95032
+1 (408) 282-8429
https://advisors.ubs.com

Peninsula Financial Group is a highly experienced team of financial advisors based in Los Gatos, CA, specializing in personalized wealth management and comprehensive financial planning for corporate executives, business owners, founders, and multigenerational families. With a collective experience of 100 years and managing assets worth $1.6 billion, their seasoned team offers customized solutions and a coordinated approach to help clients achieve their unique goals and objectives.

Backed by the global resources and expertise of UBS Financial Services Inc., Peninsula Financial Group provides access to a wide range of services, including personalized financial planning, investment management, banking and lending services, liability and risk management, alternative investments, philanthropy, legacy planning, and retirement plan consulting services. Their mission is to steward their clients' wealth thoughtfully, ensuring its preservation and growth for both current and future generations.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Jeffrey Frederickson - Ubs Financial Services

Frederickson Capital Management Group, based in Los Gatos, CA, has over three decades of experience in managing separate accounts for individuals, families, trusts, retirement funds, and businesses. They specialize in comprehensive investment planning and the construction and management of equity and fixed income portfolios, applying a distinct value investment philosophy to help clients build wealth across various market cycles. The firm emphasizes a collaborative approach to wealth management, focusing on long-term relationships and customized strategies tailored to each client's unique goals and circumstances. With a commitment to quality client service, Frederickson Capital Management aims to be a primary source of financial advice, ensuring clients feel confident and supported throughout their investment journey. Generated from the website
Automobile and consumer finance companies

Flagstar Bank

3
"We worked with Christine Meserve to purchase our last few homes and she is an absolute delight to work with! She helps you through the process and makes it easy for you. She's delightful and calm..."
photo of Leslee G.

Christian Glomb, CFP - Ubs Financial Services

Visit our office today located in Los Gatos, CA. 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.
United States›California›Los Gatos›Ferguson Wealth Management - Ubs Financial Services

Advertisement