Newport Legacy Wealth Management-UBS Financial Services Inc

Alan Freeman-UBS Financial Services Inc, located in Newport Beach, CA, is a prominent wealth management firm that provides a wide range of financial services to individuals, families, and businesses. Their offerings include investment management, estate planning, retirement planning, and sustainable investing, tailored to meet the unique needs of their clients. As part of UBS, a leading global wealth manager, the firm emphasizes a client-centric approach, leveraging expert financial advisors to navigate the complexities of wealth management. They serve specialized client segments, including ultrahigh-net-worth investors, business owners, and multicultural investors, ensuring personalized strategies for financial growth and security. Generated from the website

Visit our office today located in Newport Beach, 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.