FamilyWealth Management Group - UBS Financial Services Inc. - Sarasota, Florida

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FamilyWealth Management Group - UBS Financial Services Inc.: A Comprehensive Overview

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For individuals and families seeking comprehensive and personalized wealth management solutions, FamilyWealth Management Group – UBS Financial Services Inc. presents a compelling option. Located in the heart of Sarasota, Florida, at 1819 Main St Suite 900, this firm offers a dedicated approach to navigating the complexities of financial planning and investment management. They operate as a crucial component of UBS, a globally recognized leader in the financial services industry, allowing clients access to a vast network of resources and expertise. This strategic alignment ensures clients receive a high level of service combined with cutting-edge investment strategies.

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Location and Accessibility

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The firm’s physical address is 1819 Main St Suite 900, Sarasota, FL 34236, United States. This Sarasota location is designed to be conveniently accessible. Notably, the office boasts several accessibility features, including a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Restrooms are also provided. Appointments are highly recommended to ensure personalized attention and dedicated time with a financial consultant.

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Specialties and Services

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FamilyWealth Management Group specializes in providing a range of sophisticated financial services. Their core competencies encompass:

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• Financial Planning: They assist clients in developing customized financial plans designed to achieve their short-term and long-term goals, including retirement planning, education funding, and estate planning.

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• Investment Management: Leveraging UBS’s extensive investment platform, they offer tailored investment strategies aligned with individual risk tolerances and financial objectives. These strategies can include portfolio construction, asset allocation, and ongoing performance monitoring.

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• Retirement Planning: A significant portion of their services is dedicated to helping clients plan for a comfortable and financially secure retirement. This includes projecting future income needs, optimizing retirement savings strategies, and exploring various retirement account options.

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• Estate Planning: Recognizing the importance of preserving wealth and ensuring wishes are honored, they provide guidance on estate planning matters such as wills, trusts, and estate tax minimization.

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• Wealth Preservation: Protecting and growing wealth across generations is a key focus. They provide sophisticated strategies to safeguard assets and ensure their long-term value.

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The firm’s financial planner team works closely with clients to understand their unique circumstances and develop strategies that align with their values and priorities. They prioritize a client-centric approach, fostering long-term relationships built on trust and transparency.

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Current Feedback and Reputation

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Currently, FamilyWealth Management Group – UBS Financial Services Inc. has 0 reviews on Google My Business. The average opinion is 0/5, indicating a lack of publicly available feedback at this time. This should not necessarily be interpreted negatively, as it may simply represent a recent establishment or a period of limited online activity. However, potential clients are encouraged to seek independent reviews and testimonials before engaging with the firm.

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Contact Information

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Clients can reach FamilyWealth Management Group through the following:

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• Phone: 9413647202

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• Website: advisors.ubs.com

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The firm’s website provides detailed information about their services, team members, and investment philosophy. It’s highly recommended to explore this resource for a deeper understanding of their approach.

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Key Features and Considerations

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Here's a summary of key features and points to consider when evaluating FamilyWealth Management Group:

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Feature	Description
Brand Association	Operates under the UBS brand, benefiting from its global reputation and resources.
Service Focus	Offers comprehensive wealth management services tailored to individual needs.
Accessibility	Provides wheelchair accessibility for enhanced convenience.
Client Approach	Emphasizes a client-centric approach with personalized service.

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In conclusion, FamilyWealth Management Group – UBS Financial Services Inc. presents a solid option for individuals and families seeking professional guidance in managing their finances. While currently lacking extensive online reviews, their association with UBS and commitment to accessibility and personalized service warrant further investigation. It is advisable to schedule an appointment to discuss specific financial goals and determine if their services align with your needs.

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"summary": "FamilyWealth Management Group – UBS Financial Services Inc. offers personalized wealth management solutions in Sarasota, Florida, leveraging UBS’s global resources and prioritizing client needs with accessibility features.",
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