Josh Cummins, Cfa Email & Phone Number

My mission is to empower people to live purposeful lives through the stewardship of wealth.Ultimately, I help our clients grow, preserve, and transfer wealth in the lowest cost, most tax-efficient way.  Utilizing both sides of the balance sheet, my team and I develop wealth management strategies customized to each client's wealth goals. Working with affluent families, business owners, and entertainers who value trust, transparency and confidentiality, I enjoy building deep relationships that cross generational lines.  At end, I am most passionate about helping our clients achieve positive goals-based wealth outcomes in a world where the only certainty is uncertainty.*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute./*********/**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.**