Jim Iseman - UBS Financial Services Inc. in Westport, CT offers comprehensive wealth management services tailored to individual clients' financial goals, backed by the extensive resources of UBS. With over 25 years of experience as a Wealth Advisor and Portfolio Manager, Jim Iseman specializes in multigenerational financial planning, individual planning, business planning, and thematic investing, working closely with clients' legal and tax advisors to develop integrated approaches.
By following a disciplined approach, Jim Iseman and his financial planning team create highly personalized financial plans and investment strategies that align with clients' specific objectives, helping them grow and protect their wealth. With a focus on multigenerational strategies, Jim Iseman facilitates family meetings and provides opportunities for wealth transfer, while also offering education and insights to make informed decisions.
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