6.2 billion
Assets under management
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
6.2 billion
Assets under management
4 Decades
navigating complex wealth challenges
50 person
seasoned team
Our team works together to help you achieve your goals.
Our Financial Advisors each bring their own unique perspective, personality, and experience to each client relationship. They ensure that the client is taken care of at every stage of life by asking the right questions, and proactively adjusting their financial plan and portfolio as life, circumstances, and goals change.
Each Financial Advisor is suited with support staff to help manage client relationships. Our Wealth Strategy Associates main responsibilities are to assist in maintaining client relationships, asset allocation, portfolio review and maintenance and strategy implementation.
Each financial advisor is also suited with a Client Associate to help ensure an exceptional client experience. They are responsible for tasks related to cash management, bill pay, wires and checks, as well as credit card enrollment and changes and account maintenance.
Our financial planning team is focused on you—they are here to show you the impact of changes on and suggest ways to optimize your financial situation. Using an overview of the potential trends in income, expenses and assets over several years, we indicated the financial consequences of changes throughout the lifecycle.
The Portfolio Management Team is a unique resource to The Burish Group. For our advisors, this team helps by providing due diligence and recommendations to ensure they understand the different investment strategies available and how they fit into different client allocations or objectives. This team also runs various discretionary strategies and maintains our clients’ portfolios.
The Marketing and Business Development Team is responsible for marketing materials, presentations, team branding, internal and external communications, events, sponsorships and centers of influence relationships.
As the ‘Faces’ of The Burish Group, these team members are the first ones you see when you walk in our door to start your client experience. With receptionist responsibilities, these two are also in charge of all client meeting scheduling and our robust intern program.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
In this year’s Retirement guide, we discuss what's new with Social Security and Medicare, and provide a few SECURE 2.0 Act reminders to keep in mind this year, such as the indexed qualified charitable distribution (QCD) limit and the new super catch-up contribution limit for 401(k) plans.
Forecasting the American economy and global financial markets in 2025 is like trying to kick a field goal at Lambeau Field during a playoff game in January. The stakes are high and the pressure’s on, so it’s important to take in all available information.
12 Questions Ahead of the New Year.
We are approaching the midpoint of a decade that has brought rising equity markets, solid economic growth, and technological breakthroughs. Of course, this decade has also brought a global pandemic, the outbreak of wars, and societal challenges. In this Year Ahead, we look at key developments that we believe will shape the next stage of these “Roaring 20s,”.
Investing is a deeply personal undertaking, which is why we always start with a discussion about what’s most important to you. With a deep understanding of your values and your goals, we can help you shape your wealth strategy and organize your investments to align to your definition of financial and personal success.
When it comes to understanding market risks and their impact on investment success, there is an elephant in the room—or rather, a bear. A “bear market” occurs when there is a greater-than-20% peak-to-trough drop in the S&P 500.
In this publication, we look at how women can build a strong investment strategy and portfolio to help them achieve their lifetime goals. In a world where gender gaps persist, women have the opportunity to at least partially offset such gaps with a sound investment approach.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
