The Levy, Rosen, Bocknek & Ray Wealth Consulting Group - UBS Financial Services
- Financial Services, Advisors, and Institutions
In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.
We work closely with your trusted legal and tax advisors, with a focus on delivering sophisticated solutions that include asset and liability management, wealth preservation strategies and philanthropic planning. The central tenet of who we are and what we do rests on the strong relationships we develop and maintain with our clients. We have been consistently recognized as a leading wealth advisory team and honored for our long-term commitment to our clients.
Our goal is to simplify your complex financial affairs using our disciplined wealth management process. We leverage the open architecture of UBS Financial Services Inc. to select the best investment options and draw upon our intellectual capital to counsel our clients and their families.
Talk to us about how we can help you embrace your financial future with confidence!
- WIth over a century of combined experience, we serve the complex wealth management needs of affluent families
- We actively manage $600 million in assets
- We serve over 40 families spanning more than 3 generations
- Our team members serve on 10 local nonprofit and community boards
- We invest countless hours of study per year in continuing education and advanced accreditations
Whom to Contact
- Robert J. Ray, CFP®, ADPASenior Wealth Strategy Associate32300 Northwestern HighwaySuite 150Farmington Hills, MI 48334Phone: (248) 737-5452
Our office is located just south of 14 Mile on the east-side of Northwestern Highway (heading north).