Washington, DC Private Wealth Management - UBS Financial Services Inc.

The Sterling Group, based in Walnut Creek, CA, is a trusted financial services firm that specializes in managing wealth with purpose. With a team of experienced professionals, including Senior Vice President Juliana Park, who is a CERTIFIED FINANCIAL PLANNER, they provide unbiased advice and help individuals and families navigate the challenges of preserving, sustaining, and transitioning wealth. Their holistic approach and collaborative planning process ensure that clients' short-term needs are aligned with their long-term goals, allowing them to confidently support their lifestyle, family, and community. With a focus on understanding what is most important to their clients, The Sterling Group creates personalized financial plans that provide clarity and structure. They aim to make a meaningful impact by helping clients achieve their goals at every stage of life, today, tomorrow, and for future generations. Their commitment to excellence is recognized by industry accolades, including Forbes Best-in-State Wealth Advisors, and their team's expertise spans various areas, from investment management to operations and administration.Generated from the website

The Charles Drew Group at UBS Financial Services Inc. in Washington, DC, focuses on building long-term relationships with clients by providing tailored financial strategies to meet their unique needs and goals. Their mission emphasizes quality client service and a commitment to understanding individual priorities and concerns to foster confidence in pursuing financial aspirations. With a team of certified financial advisors, including Chartered Retirement Planning Counselors and Certified Investment Management Analysts, the firm integrates a comprehensive approach to wealth management that encompasses liquidity, longevity, and legacy. This strategy aims to assist clients in navigating market opportunities and challenges while setting a clear path toward achieving their financial objectives. Generated from the website