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About Union Square Global Wealth Management
Union Square Global Wealth Management is a highly reputable financial firm that provides expert guidance and services to help clients achieve their financial goals. With a team of experienced financial advisors, Union Square Global Wealth Management is dedicated to providing personalized and comprehensive financial solutions for individuals and businesses.
How the Advisor Helps Clients – Key Takeaways:
Union Square Global Wealth Management offers a range of financial services to help clients manage their investments and reach their financial objectives. These include portfolio diversification, risk management, retirement planning, and more. The firm takes a holistic approach to financial planning and works closely with clients to create personalized strategies that align with their unique needs and goals.
Facts and Insights:
As of 2021, Union Square Global Wealth Management has over $1 billion in assets under management and a team of more than 20 skilled financial advisors. The firm has been in business for over 15 years, providing clients with consistent, reliable, and expert guidance through various market conditions.
| Union Square Global Wealth Management | |
|---|---|
| Assets Under Management | $1 billion |
| Number of Advisors | 20+ |
| Time in Business | 15+ years |
Financial Services Offered:
Union Square Global Wealth Management provides a wide range of financial services to cater to the diverse needs of its clients. Some of the key services offered by the firm include:
- Wealth Management
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
- Business Succession Planning
Client Types:
Union Square Global Wealth Management serves a wide range of clients, including individuals, families, and businesses. The firm’s experienced advisors have the expertise to cater to the unique needs of each client and provide tailored financial solutions that align with their objectives.
Fees & Compensation:
Union Square Global Wealth Management operates on a fee-based structure, where fees are based on a percentage of the assets under management. This ensures that the firm’s interests are aligned with those of its clients, as the more their clients’ assets grow, the more the firm benefits.
Background:
Union Square Global Wealth Management was founded in 2006 by a team of financial experts with decades of industry experience. With a commitment to putting clients’ needs first and providing top-notch financial planning and solutions, the firm has grown to become one of the most trusted and successful financial advisors in the industry.
Financial Advisor Disclosures to Know:
As a highly reputable and professional financial firm, Union Square Global Wealth Management adheres to all regulatory requirements and makes all necessary disclosures to its clients. The firm is committed to transparency and works closely with clients to ensure they understand and are comfortable with all aspects of their financial plans and strategies.