Morgan Stanley Smith Barney

Management Wealth is a financial advisory firm based in Lake Oswego, OR, offering personalized wealth management services to individuals and families. With a focus on long-term financial planning and investment strategies, Management Wealth aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

James Parker - UBS Financial Services Inc. is a reputable wealth management firm located in Lake Oswego, OR. With nearly 30 years of experience in the financial industry, James Parker has built a successful practice by combining global financial insight with main street values. He emphasizes the importance of creating a plan before investing and regularly revisiting that plan to ensure clients are on the right track towards their financial goals. Backed by the strength of UBS, a world-leading wealth manager with $5 trillion in invested assets globally, James Parker and his team provide insight-based advice to help clients confidently pursue their life goals. They prioritize understanding each client's priorities and concerns, working together to look at the big picture and discuss their vision for the future. With a focus on liquidity management and a commitment to excellence, James Parker - UBS Financial Services Inc. offers finely crafted financial advice tailored to what matters most to their clients.Generated from the website