FINANCIAL
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The Burish Group
PROFILES
Understanding your life, your wealth and what you want to accomplish.
THE BURISH GROUP AT UBS helps clients build a framework for their financial life using three key strategies: Liquidity for short-term needs, Longevity for long-term needs, and Legacy for needs that go beyond your own. The Burish Group aims to meet your immediate financial needs while also enabling you to grow your wealth over the years ahead. By planning ahead and focusing on those three key strategies, The Burish Group can help give you the confidence you need to pursue what matters most. “Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world’s largest wealth management firms, can offer,” says Andrew Burish, the Managing Director of The Burish Group. “Our relationships, will always be personal, focused on you, your local community and on all that matters to your family and the future you’re building.” The Burish Group was named one of Barron’s Top 100 Private Wealth Management teams in the United States for 2021-22 and has been recognized by 19 leading financial industry publications. With over $5.2 billion in assets under management, the group has 14 financial advisors in Wisconsin and Illinois and over 35 specialized financial professionals. “We ask the questions and find the answers that can help you explore and pursue your financial and life goals in the short-term, medium and long term,” Burish says.
THE BURISH GROUP UBS FINANCIAL SERVICES INC. 262-794-0872 burishgroup@ubs.com MILWAUKEE 411 E. Wisconsin Ave., Suite 1700 BROOKFIELD 17775 W. Bluemound Rd. MADISON 8020 Excelsior Drive, Suite 400 advisors.ubs.com/burishgroup
DISCLOSURES: 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 time frames. 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. Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances. 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 client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. Accolades are independently determined and awarded by their respective publications. Accolades can be based on a variety of criteria including assets under management, revenue, compliance record, length of service, client satisfaction, type of clientele and more. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA. Member SIPC. Barron’s Top 100 Private Wealth Management Teams is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co. Expiration: 5/31/2023, Review Code: IS2202637
S UM M E R GUIDE 2022
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