Shaw Miller Wealth Management Group - UBS Financial Services

Succession Wealth Partners, a division of UBS Financial Services Inc., is dedicated to providing comprehensive financial advice and services with a team boasting over 80 years of collective experience. Their approach emphasizes quality relationships, insightful guidance, and a commitment to helping clients achieve their financial and life goals across generations. Specializing in areas such as business transition planning and retirement services, Succession Wealth Partners aims to address the unique challenges faced by both individuals and business owners. Through a collaborative and personalized strategy, they facilitate effective communication and planning for a prosperous future. Generated from the website

The Wealth Strategy Group - UBS Financial Services Inc. in Birmingham, MI is a team of experienced wealth management professionals dedicated to providing comprehensive financial planning and investment strategies tailored to the individual needs of their clients. With a focus on building long-term relationships and delivering quality client service, their team of experts offers personalized solutions for investment, insurance, and legacy planning, helping clients pursue their financial goals with confidence. Led by Managing Director Jerry Norris, a Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA), the team at The Wealth Strategy Group brings a wealth of knowledge and expertise to guide clients through various market cycles. They are committed to understanding what matters most to their clients and working together to create customized plans that help them stay on track towards their financial objectives. Whether it's retirement planning, estate planning, or investment management, The Wealth Strategy Group is dedicated to being their clients' primary source of financial advice.Generated from the website

Visit our office today located in Birmingham, MI. 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.