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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

    Focus on liquidity management

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    UBS and Credit Suisse—stronger than ever

    Managing wealth is our craft

    We’re committed to understanding what wealth means for you.

    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

    Backed by the strength of UBS

    A global leader in wealth management

    $5+ trillion

    In invested assets globally 
    As of 11/07/2023

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager

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