Douglas Brady-UBS Financial Services Inc

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750 University Ave Ste 250
Los Gatos, CA 95032
+1 (408) 827-3281
https://advisors.ubs.com

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.

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