Investment Planning with The Experts

Planning for the future is easy when you have a skilled financial advisor on your side.
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Investment planning for the future doesn’t have to be scary or overwhelming. At UBS Financial Services Inc., your financial advisor will start the conversation by asking what’s most important to you in order to capture your individual needs and personalized goals. “We always start with a financial plan,” says Andrew D. Burish, Managing Director and Financial Advisor at UBS. “Then, we can help you organize your financial life into three key strategies: Liquidity, to help provide cash flow for short-term expenses; Longevity, for longer-term needs; and Legacy, for needs that go beyond your own.” 

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Andrew Burish

Working one-on-one with your financial advisor, you will map out a comprehensive range of solutions. These solutions can help address both sides of your balance sheet to help you pursue your goals at every phase of your life, says Burish. “We provide holistic financial planning, portfolio customization, lending, generational wealth transfer and philanthropic planning — solutions to help you plan, save, borrow, grow and protect your wealth,” he says. With a financial plan in place that can help you meet all your goals, your financial advisor at The Burish Group will review the financial plan with you at least every 12-18 months to ensure you’re on track. “Whether that be funding a child’s or grandchild’s education, buying a second home or planning for your philanthropic legacy, we will make sure you have the confidence to fulfill all of your life’s goals,” says Burish. By working together, you and your advisor can adjust your financial plan as your life, circumstances and goals change. 

As a global firm, UBS has unmatched resources that you will be able to utilize with the help of a local team like The Burish Group. For accredited investors or qualified purchasers, UBS has access to private markets and alternative investments, says Burish. “Alternative investments, such as private equity or hedge funds, provide hedging against downside risk but are illiquid in nature. Returns in private markets typically exceed returns in the public markets, such as stocks and bonds,” he says. With experts in your corner, what may seem like tremendous decisions become easier to navigate. Contact The Burish Group at UBS now and get started on planning for your financial future.


UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives, and suitability. 
Alternative Investments US of UBS Financial Services Inc. provides investment management services to qualified high net worth and institutional clients. Eligibility requirements begin, generally, at a net worth greater than $1.5 million for individuals (with spouse) and $5 million for entities. This is not an offer to purchase or a solicitation to sell any security. Investors should be aware that alternative investments are speculative, subject to substantial risks (including the risks associated with limited liquidity, the use of leverage, short sales and concentrated investments), may involve complex tax structures and strategies, and may not be appropriate to all investors. Alternative investments may be illiquid, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as mutual funds, and they may be subject to high fees and expenses, which will reduce profits. Alternative investments are not deposits or obligations of, or guaranteed or endorsed by, any bank or other insured depository institution, and are not federally insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board or any other governmental agency. They should not constitute an entire investment program.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. © UBS 2022. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. 
We provide periodic monitoring of advisory accounts in accordance with the client’s agreements with UBS. Unless separately agreed in writing, UBS does not manage client’s brokerage account, and clients make the ultimate decision regarding the purchase or sale of investments.
Banking and lending services are provided by UBS Bank USA, a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS no. 947868. IS220256 exp: 11/30/2023