Ascend Wealth Partners - UBS Financial Services Inc. - Beverly Hills, California

Ascend Wealth Partners – UBS Financial Services Inc.: A Comprehensive Overview

For individuals and families seeking comprehensive and personalized financial planning and investment management, Ascend Wealth Partners – UBS Financial Services Inc. presents a notable option. Located in the prestigious Beverly Hills area of California, this firm offers a dedicated team of financial consultants committed to guiding clients through all stages of their financial journey. This detailed overview will delve into the firm’s key characteristics, location, contact information, and insights based on available data, providing a thorough understanding for prospective clients.

Location and Contact Information

Ascend Wealth Partners – UBS Financial Services Inc. is strategically situated at 131 S Rodeo Dr #300, Beverly Hills, CA 90212, United States. This prime location in Beverly Hills reflects the firm's commitment to serving a clientele accustomed to a high standard of service and a sophisticated environment. Interested parties can readily contact the firm via telephone at 3102814613. For more detailed information, including access to resources and personalized consultations, the firm’s official website is advisors.ubs.com. This website serves as a central hub for accessing information about their services, team members, and investment philosophy.

Specialties and Services

Ascend Wealth Partners specializes in providing a holistic approach to financial consulting and financial planning. Their core services encompass:

• Investment Management: They offer tailored investment strategies designed to align with each client’s risk tolerance, time horizon, and financial goals. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Retirement Planning: The firm assists clients in developing comprehensive retirement plans, considering factors such as Social Security benefits, pension plans, and investment strategies for maximizing retirement income.
• Estate Planning: Ascend Wealth Partners works closely with legal professionals to help clients establish and maintain effective estate plans, ensuring the smooth transfer of assets and the protection of their legacy.
• Tax Planning: They offer guidance on strategies to minimize tax liabilities and optimize financial outcomes.
• Wealth Preservation: A focus on safeguarding and growing client assets across generations.

As part of UBS Financial Services Inc., clients benefit from access to a vast network of resources and expertise. UBS is a globally recognized leader in wealth management, providing a robust platform for delivering sophisticated financial solutions.

Accessibility and Amenities

Ascend Wealth Partners demonstrates a commitment to inclusivity by offering several accessibility features. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that clients with mobility challenges can easily access the firm's facilities. Additionally, a toilet is available on-site, further enhancing the convenience for all visitors. These considerations contribute to a welcoming and accommodating environment for all clients.

Client Feedback and Reputation

Currently, Ascend Wealth Partners – UBS Financial Services Inc. has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed profile. The average opinion is 0/5, suggesting a lack of publicly available client feedback at this time. However, being part of UBS, a well-established and reputable firm, lends a degree of confidence to potential clients. It is recommended that prospective clients conduct thorough due diligence, including independent research and discussions with current or former clients, to assess the firm’s suitability for their specific needs. The absence of reviews warrants a cautious approach, emphasizing the importance of individual client conversations and thorough vetting of the firm’s strategies and performance.

Key Takeaways and Recommendations

Ascend Wealth Partners – UBS Financial Services Inc. presents a solid option for individuals seeking professional financial advice and investment management services, particularly those residing in or seeking services from the Beverly Hills area. Their affiliation with UBS provides access to significant resources and a global network. Despite the lack of publicly available reviews, the firm’s location, accessibility features, and the reputation of its parent company – UBS – are positive indicators. Potential clients are strongly encouraged to schedule a consultation to discuss their financial goals and assess whether Ascend Wealth Partners aligns with their individual requirements. Further investigation and reference checks are advisable before entrusting significant financial decisions to any firm. The firm’s focus on personalized service and comprehensive planning positions them as a potentially valuable partner for achieving long-term financial success.