Experience Makes all the difference
With over a half-century of combined experience, The Levy, Rosen, Bocknek & Ray Wealth Consulting Group (WCG) has served the complex wealth management needs of affluent families, entrepreneurs and institutions:
- We actively manage more than $600 million in assets
- We serve over 40 families spanning more than 3 generations
- Our team members serve on 10 local nonprofit and community boards
- We invest countless hours of study per year in continuing education and advanced accreditations
Our team is dedicated to providing you with exceptional, highly personalized service that is integrated with the vast resources of UBS Financial Services Inc., including the firm's Private Banking and Investment Group.
We work closely with your trusted legal and tax advisors, with a focus on delivering sophisticated solutions that include asset and liability management, wealth preservation strategies and philanthropic planning. The central tenet of who we are and what we do rests on the strong relationships we develop and maintain with our clients. We have been consistently recognized as a leading wealth advisory team and honored for our long-term commitment to our clients.
Our goal is to simplify your complex financial affairs using our disciplined wealth management process, which identifies the minimum level of risk required to achieve your financial goals. We leverage the open architecture of UBS Financial Services Inc. to select the best investment options and draw upon our intellectual capital to counsel our clients and their families.
Howard M. Rosen
Senior Vice President - Wealth Management
Senior Portfolio Manager
248-737-5438
howard.rosen@ubs.com
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Andrew Bocknek, CFP®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER
Senior Portfolio Manager
248-737-5485
andrew.bocknek@ubs.com
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Robert J. Ray, CFP®, ADPA®
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
Accredited Domestic Partnership Advisor (ADPA)
248-737-5452
robert.ray@ubs.com
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