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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Patrick M. "Pat" Lizza, CRPC, CRPS, EFC

    Market Director

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    • AK
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    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Chartered Retirement Planning Counselor
      • Chartered Retirement Plans Specialist℠
      • Endowment & Foundation Consultant
      75-280 Highway 111
      Indian Wells, CA 92210
      pat.lizza@ubs.com
      Patrick M. "Pat" Lizza, CRPC, CRPS, EFC
      75-280 Highway 111,Indian Wells,CA,92210
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    UBS Year Ahead 2025

    Roaring 20s: The next stage

    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

    Read the report

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