Align Wealth Partners - UBS Financial Services Inc.

Gits & Morgan Wealth Management, a part of UBS Financial Services Inc. in Minneapolis, MN, focuses on understanding clients' lives, wealth, and aspirations to create tailored financial strategies. Their approach emphasizes long-term relationships and quality client service, offering guidance in areas such as wealth management, retirement planning, and legacy goals. The team, led by experienced professionals like Charles Gits and Patrick Morgan, specializes in comprehensive financial planning, concentrated stock risk management, and philanthropic services. With a commitment to community involvement, the advisors bring decades of expertise to help clients achieve their financial objectives. Generated from the website

Visit our office today located in Bloomington, MN. 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.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bloomington, MN area, Scott Notman will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.