Steele & Rozek Wealth Management - UBS Financial Services Inc.
Why pick this one
Steele & Rozek Wealth Management offers personalized wealth management services and has over 20 years of experience in financial advising.
Best for
- individuals seeking personalized financial planning
- clients preparing for major life events
Look elsewhere if
- those looking for low-cost financial solutions
- clients who prefer automated investment platforms
Specialties
- personalized wealth management solutions
- comprehensive financial planning
- investment portfolio management
Certifications
- AAMS
What makes them different
- Senior Portfolio Manager for three core equity portfolios
- combines expertise in wealth management with personalized strategies
- focuses on guiding clients through major life events
- Years in business
- 20
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Road, Suite 900, Charlotte, NC 28210
- Phone
- 7043628277
- Website
- https://advisors.ubs.com/sr/?utm_source=Yext&ut...
- bryan.steele@ubs.com
Services
- wealth management
- financial advisory