Lasting relationships. For all that matters

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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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    Roberto J Fortuno

    Managing Director

    Senior Manager WMAG

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    • AL
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          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
          roberto.fortuno@ubs.com
          Roberto J Fortuno
          250 Munoz Rivera Avenue,San Juan,PR,00918

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