Christian Glomb, CFP - Ubs Financial Services

Frederickson Capital Management Group, based in Los Gatos, CA, has over three decades of experience in managing separate accounts for individuals, families, trusts, retirement funds, and businesses. They specialize in comprehensive investment planning and the construction and management of equity and fixed income portfolios, applying a distinct value investment philosophy to help clients build wealth across various market cycles. The firm emphasizes a collaborative approach to wealth management, focusing on long-term relationships and customized strategies tailored to each client's unique goals and circumstances. With a commitment to quality client service, Frederickson Capital Management aims to be a primary source of financial advice, ensuring clients feel confident and supported throughout their investment journey. Generated from the website

Newport Legacy Wealth Management, part of UBS Financial Services Inc., is dedicated to fostering long-term client relationships by delivering comprehensive, personalized financial strategies. With a focus on understanding client priorities and goals, the firm emphasizes quality service and insight-based advice to help clients confidently pursue their financial aspirations. Led by Douglas Cosgrove, a seasoned financial advisor with over 30 years of experience, the team specializes in wealth management through the UBS Wealth Way approach. This framework focuses on key dimensions of financial planning, including Liquidity, Longevity, and Legacy, enabling clients to navigate their financial journeys with confidence. Generated from the website

Peninsula Financial Group is a highly experienced team of financial advisors based in Los Gatos, CA, specializing in personalized wealth management and comprehensive financial planning for corporate executives, business owners, founders, and multigenerational families. With a collective experience of 100 years and managing assets worth $1.6 billion, their seasoned team offers customized solutions and a coordinated approach to help clients achieve their unique goals and objectives. Backed by the global resources and expertise of UBS Financial Services Inc., Peninsula Financial Group provides access to a wide range of services, including personalized financial planning, investment management, banking and lending services, liability and risk management, alternative investments, philanthropy, legacy planning, and retirement plan consulting services. Their mission is to steward their clients' wealth thoughtfully, ensuring its preservation and growth for both current and future generations.Generated from the website