UBS Financial Advisor Team Mainsail Wealth Partners Named to the Forbes Top 100 Private Wealth Management Teams List
UBS Private Wealth Management announced today that Mainsail Wealth Partners , an advisor team in the firm’s Los Angeles Private Wealth office has been named to the Forbes America’s Top 100 Private Wealth Management Teams list for 2023, ranking #7 in the nation.
- UBS Private Wealth Management announced today that Mainsail Wealth Partners , an advisor team in the firm’s Los Angeles Private Wealth office has been named to the Forbes America’s Top 100 Private Wealth Management Teams list for 2023, ranking #7 in the nation.
- “I’m incredibly proud to see this team recognized as one of the top 10 financial advisor teams in the country,” said Lauren Gorsche, UBS Los Angeles Market Executive.
- The team provides comprehensive wealth management solutions, which incorporate liability management, estate planning, tax optimization and philanthropic strategies into their investment advice.
- The second annual Forbes/Shook Top Wealth Management Teams Private Wealth list includes 100 teams with cumulative assets of more than $1 trillion.