Gits & Morgan Wealth Management - UBS Financial Services Inc.
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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.
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