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How do I manage my finances
through a bear market?
Proactive financial planning and investing to help give you confidence
The Burish Group takes pride in delivering a different wealth management experience. With over 35 experienced professionals across
multiple generations, we are positioned to deliver a truly holistic approach – with a focus on financial planning – to help our clients achieve
their financial and life goals. Our investment strategies are globally diversified and include alternative investments not offered by most
financial advisors, all tailored for affluent individuals and families.
We focus on five key areas of wealth management:
1. Preservation of wealth. What investment strategies should I use to ensure I have enough for now and for the future?
2. Liquidity. Do I have enough cash flow for my short-term expenses?
3. Wealth transfer strategies. What is a trust? And how can I use one to leave a legacy for future generations?
4. Asset protection strategies. How can I protect my assets from potential risks?
5. Charitable planning. What is the best way for me to help others?
Let‘s continue the conversation. Working together, The Burish Group can create a plan that helps you pursue what matters most—
for today, tomorrow and for generations to come.

Andrew D. Burish
Managing Director
The Burish Group
UBS Financial Services Inc.
8020 Excelsior Drive, Suite 400
Madison, WI 53717
608-831-4282
andrew.burish@ubs.com
Ranked #1 Wealth Advisor in Wisconsin (2020) and #10 in the US (2019) by Forbes*
Over $4 billion in assets under management (as of 1 January 2020)
Relationships with $1 million or more are well served by our capabilities
ubs.com/team/burishgroup

*Forbes Best-In-State Wealth Advisors, 2020; Forbes Top 250 Wealth Advisors in the US, 2019.
Alternative Investments US of UBS Financial Services Inc. provides investment management services to qualified high net worth and institutional clients. Eligibility requirements begin, generally, at a net worth greater than $1.5 million
for individuals (with spouse) and $5 million for entities. This is not an offer to purchase or a solicitation to sell any security. Investors should be aware that alternative investments are speculative, subject to substantial risks (including
the risks associated with limited liquidity, the use of leverage, short sales and concentrated investments), may involve complex tax structures and strategies, and may not be appropriate to all investors. Alternative investments may be
illiquid, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as mutual
funds, and they may be subject to high fees and expenses, which will reduce profits. Alternative investments are not deposits or obligations of, or guaranteed or endorsed by, any bank or other insured depository institution, and are not
federally insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board or any other governmental agency. They should not constitute an entire investment program. As a firm providing wealth management services
to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and
brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read
the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/workingwithus. Accolades are independently determined and
awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more information on a particular rating,
please visit ubs.com/us/en/designation-disclosures. © UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. VIP_06042020-10.25x10 Exp.: 06/30/2021

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