UBS
Home | |
About UBS Wealth Management Bookmark this Page
Home
UBS Wealth Management

UBS Home

Wealth Management US

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Philip Bocketti Jr.
Philip Bocketti Jr.
Vice President - Investments
Advisory & Brokerage Services
  • Portfolio Manager, Portfolio Management Program
340 South Main Street
Plymouth, MI 48170
734-416-1507
800-704-4024
734-416-1806 fax
philip.bocketti@ubs.com
Managing Wealth

Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

News

UBS finalizes ARS settlements
UBS announces sale of Bank of China stake
UBS Wealth Management Research releases "Global Outlook 2009" report

My Perspective
Distributions from Employer-Sponsored Retirement Plans - What Are Your Options? Retire_Plan_Distributions_Circular.pdf (105kb)
Key Considerations for Protecting Your Family's Future and Transferring Your Wealth estate_plan.pdf (307kb)
Wealth Planning Brochure Managing_Your_Wealth_at_UBS.pdf (651kb)
Planning for Generations Brochure Planning_for_Generations_Through_Trusts.pdf (564kb)
The Importance of Naming IRA Beneficiaries IRA_Beneficiaries_Circular.pdf (78kb)
Experiencing UBS

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

Spotlight Articles

Market Outlook: A slippery slope – proceed with caution  (534kb)
Integrating an inheritance into your lifestyle

Print this page     E-mail this page
Registered States: AK, AR, AZ, CA, CO, CT, FL, IA, IL, IN, MA, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WA
Key Information
Account Login

User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
Products & Services
Market Update
DJIA 8742.46
NASDAQ 1617.01
S&P 500 909.73
30yr Tsy 3.04
Market Info
Quotes delayed at least 20 minutes Market Information, Copyright 2002 Reuters Limited. All rights reserved.

Important legal information - please read the disclaimer before proceeding.
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com © UBS 2002-2009. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Privacy PolicyNotice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark Disclaimer.