I believe that the road to building and maintaining wealth is sound portfolio management and am familiar with the challenges that small business owners, ultra high net worth individuals and other fiduciaries on behalf of their clients face. I am committed to providing wealth management services based upon the philosophy that capital preservation and long-term growth of capital are the two main rival factors in any successful investment plan. My clients—institutional, corporate and individual—have a diversity of needs, including asset management, estate, trust and retirement planning strategies, investments for growth, dividend income and tax exempt status. Through a team approach of multi-disciplinary professionals, we address Estate Planning, Financial Planning, Financial Goal Analysis and Financial Reviews for existing plans which is integral to the success of any long term investment plan for individuals, family practices, closely held businesses and legacy or wealth transfer issues. We also look to collaborate with your personal advisors and those significant individuals who do or will impact your financial world./*********/**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.**