OakRing Wealth Partners, a branch of UBS Financial Services Inc. located in Alpharetta, GA, is a trusted wealth management firm with over $3 billion in assets under management and a collective experience of 395 years. They prioritize building lasting relationships with their clients by listening to their priorities and concerns, helping them envision their future, and providing comprehensive financial planning to confidently pursue their life goals.
Recognizing the challenges faced by women breadwinners, OakRing Wealth Partners believes in promoting financial participation, comprehensive planning, and the support of financial professionals to empower women in managing their wealth. They offer personalized attention and service, acting as a collaborative team that works with other professional advisors to deliver trusted advice across all areas of their clients' financial lives.
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