AZTC member UBS Financial Services, Inc. has announced that the Scottsdale Wealth Management Group of Richard Schneider, Bill Sobers, John Shultz and Luba Pylypec have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Greater Phoenix Area.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were announced in the June 29, 2012 edition of the Phoenix Business Journal.
About Scottsdale Wealth Management Group at UBS, Financial Services, Inc.
Scottsdale Wealth Management Group assists clients and businesses in developing and implementing financial and retirement strategies. We strive to develop lasting relationships with clients based on a solid and competent foundation of trust, friendship and service. We focus on a deep understanding of what is important and meaningful to each client, so that we may collaborate and develop financial and retirement plans that will reflect these priorities and values. We believe that employing such methods are critical foundations for success, but what truly delivers more value to our clients, is continuously exploring every avenue to uncover and solve problems and identify goals. We know what critical questions to ask, and most importantly listen closely and hear what you communicate.