Winer Levsky Group - UBS Financial Services Inc. is a leading wealth management firm based in Springfield, MA. With a team of experienced professionals, including Adrian Levsky, CFA, CFP, CPWA, as the Managing Director of Wealth Management, they provide quality strategies customized to meet the individual needs of their clients. Their mission is to be the primary source of financial advice, building long-term relationships through a commitment to quality client service.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, Winer Levsky Group offers investment advisory services as an SEC-registered investment firm. They focus on liquidity management and provide expert guidance on navigating the ever-changing economic and political landscape. With a global footprint spanning 51 countries, they are dedicated to helping clients confidently pursue their life goals and achieve financial success.
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