Lakeshore Partners - UBS Financial Services Inc. is a Private Wealth Management team based in Walnut Creek, CA. They offer a global perspective and personalized strategies to help clients navigate the ever-changing global economy, whether they are C-suite executives, entrepreneurs, or exceptional families across generations.
The team is comprised of experienced professionals, including Brian Corley, a Managing Director and Private Wealth Advisor with a background in investment management, and Daniel Grover, a Managing Director and Wealth Manager who is also a CERTIFIED FINANCIAL PLANNER. They are dedicated to providing quality client service and building long-term relationships, offering customized financial advice tailored to individual needs.
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