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At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs - listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

Throughout our relationship, I will listen to the expert on your situation: you. That’s the key to understanding where you are, where you want to be, and your risk tolerance for getting there. This understanding, combined with my knowledge will help us effectively work together toward your goals for today and in the future.  

Jason M. Geisz, CFP®
Vice President - Investments
Advisory & Brokerage Services
  • Certified Financial Planner (CFP®)
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334
248-637-0207
800-446-0311
248-649-7595 fax
jason.geisz@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS is developing a structure to repurchase auction preferred stock from clients
UBS announces estimated results for second quarter

My Perspective
Financial Goal Analysis financial_goal_analysis.pdf
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf
Making the Most of Your Retirement Savings - A Case For Consolidation ret_nwltr_Making_the_Most_of_YourRetirementSavings.pdf
Retirement Plan Distributions Decisions as You Leave Your Employer ret_Retirement_Plan_Distribution_Decisions_as_You_Leave_Your_Employer.pdf
Using Modern Portfolio Theory to Implement Strategic Asset Allocation MPT_toImplement_Strategic_Asset_Allocation.pdf
Age 70 1/2 IRA Distributions ret_broch_Required_Min_Distributions_from_IRAs.pdf
Corporate Profile CorporateProfile.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: Clouds on the horizon UBS Market Outlook (125kb)
A Conversation with Marten Hoekstra

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