UBS Retirement Plan Consulting - Milwaukee is a team of experienced financial advisors based in Brookfield, WI. They specialize in providing customized retirement plan design and guidance to plan sponsors, helping them optimize their plans, meet fiduciary obligations, and educate their employees. With a collaborative approach and a commitment to quality client service, they aim to be the primary source of financial advice for their clients.
The team is led by Bruce Lanser, a First Vice President Wealth Management Financial Advisor, who brings extensive industry knowledge and expertise in retirement planning. Bernadette Therese Lanser, also a First Vice President Wealth Management Financial Advisor, is another key member of the team, with over 25 years of experience in empowering individuals to maximize their wealth. Together, they provide guidance and support to help clients achieve their financial goals and create a secure future.
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