Assante Wealth Management
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Assante Wealth Management

ByCindy Mullins

Assante Wealth Management is a top wealth management company. It has been helping families and individuals since 1995. With over 900 advisors, the firm manages about $46 billion in assets. They offer custom solutions to meet each client’s goals. As part of CI Financial Corp., Canada’s third-largest investment fund company, Assante gets the support of…

Trusted UBS Wealth Management for Your Financial Future
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Trusted UBS Wealth Management for Your Financial Future

ByWendy Numbers

UBS Wealth Management has been around since 1862, as part of UBS Group AG. They manage over $5.7 trillion in assets. They serve clients in more than 50 countries, offering tailored strategies to secure financial futures through personalized wealth management. UBS combines legacy and innovation, providing programs from $5,000 entry-level accounts to ultra-high-net-worth solutions starting…