Michael and his team, Blue Water Wealth Management Group at UBS, actively partner with families, businesses and non-profit organizations to develop plans to put them in the best position to achieve their desired financial goals. The Blue Water team has over fifty years of combined experience assisting clients navigate their financial life. Michael and his team take a consultative, planning-based approach to every conversation they have. At UBS, our clients receive the unmatched resources of the world’s largest wealth manager, combined with the local experience and guidance of the Blue Water team.
Whether it’s planning for retirement, business succession planning or considering the legacy you wish to leave behind, our team is here to start a conversation with you to help develop a plan to best achieve your goals.