Private Wealth Management
Hey everyone…..just a quick plug for some quality folks I know.
For anyone looking for a Private Wealth Management Team, I would like to highly recommend Mark Axelowitz and Todd Kauffmann of UBS Private Wealth Management.
Mark and Todd partner with ultra-high net families and institutional investors to develop a well-integrated plan in order to provide direction, focus and confidence to navigate the markets and address the most complex financial ambitions.
Below is Mark and Todd’s contact information and website link.
Feel free to reach out to them to start the conversation about your financial objectives.
Axelowitz Kauffmann Group
UBS Private Wealth Management
1285 Avenue of the Americas, 38th Floor
New York, NY 10019
Phone Number: 212.821.7260
Full Disclaimer: I am recommending Mark and Todd based on my own experience and knowing several of their existing clients. I have not nor will I ever receive any remuneration of any kind from this post. I simply do it as a service to readers who may be in search of someone like this as I know Mark and Todd have first, ethics beyond reproach and second, a solid track record. If I know someone (or a team) out there that can help people, I feel obligated to share it with readers so that is what I am doing here. This site is all about improving our own lots in life and I know Mark and Todd can help you do it.
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The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.comments powered by Disqus
Todd's investing strategy is essentially long with the rare short. He seeks to buy undervalued issues with an upcoming catalyst that will help them realized.... More »