Pearsall Wealth Management is a financial planning practice under UBS Financial Services Inc., offering a comprehensive suite of investment and wealth management services tailored to individuals, families, and business owners. Based in Glens Falls, New York, the team is dedicated to helping clients pursue long-term financial well-being through personalized strategies that span retirement planning, portfolio management, and estate planning. With access to UBS’s global resources and research capabilities, Pearsall Wealth Management delivers customized solutions backed by institutional expertise.

Their approach emphasizes building trusting client relationships rooted in transparency, communication, and a deep understanding of each client’s unique financial goals. The team works collaboratively to guide clients through life transitions, market cycles, and complex financial decisions. They pride themselves on their disciplined investment process and commitment to educating clients throughout the financial planning journey.

As part of the UBS global network, Pearsall Wealth Management upholds a standard of excellence and fiduciary responsibility. Their community-oriented mindset often includes support for local initiatives and economic growth in the Glens Falls region.

Website: https://advisors.ubs.com/pearsallwealthmanagement

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Retirement income and distribution strategies
– Estate planning and wealth transfer guidance
– Risk management and insurance planning
– Education funding strategies
– Access to UBS’s global research and insights
– Multigenerational and legacy wealth strategies