At CGF Wealth Management, we use a curated process to help clients invest appropriately and plan ahead for life's expected (and unexpected) events.With over ninety years of combined experience in the financial services industry, our group delivers impactful advice and tailored solutions that make a valuable difference. We work with attorneys, business owners, C-suite executives, retirees, multi-generational families, and institutions that neither have the time nor inclination to professionally manage their investments on a daily basis.We leverage the global resources of UBS and our experience to provide the following services:Professional Investment ManagementTailored Financial PlanningRisk ManagementBanking &LendingConcierge Service &Personal CareRetirement Plan ConsultationsFamily Office Support (Deal Flow, Institutional Trading & Research)Our process begins with an initial conversation and we are happy to provide a second opinion on your investment strategy or financial plan. Please email me at brian.frey@ubs.com or give me a call 212-626-8597 for any questions or to schedule a consultation./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**