Michael Szablak, CFP - UBS Financial Services Inc. in Boston, MA, is dedicated to understanding clients' lives, wealth, and aspirations for the future. Their approach involves organizing financial strategies into three pillars: Liquidity for short-term needs, Longevity for the future, and Legacy for lasting goals.
Michael Szablak, a First Vice President at UBS, brings expertise from managing over $1.1 billion in assets at Fidelity Investments. Known for his holistic planning style blending investment and tax strategies, he aims to optimize growth and enhance clients' net worth.
UBS Wealth Way, the firm's signature approach, assists clients in exploring and pursuing their wealth management needs over varying timeframes. With a history spanning over 160 years, UBS has provided strong guidance through market opportunities and challenges, earning clients' trust with resilient wealth management expertise.
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