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Is your financial plan prepared
for the next market downturn?

How to create a lasting strategy that can help meet your needs

The world feels more uncertain and interconnected than ever, and its path forward is increasingly
dominated by political choices. 2020 will be pivotal, and the evolution of the US-China trade dispute,
use of fiscal and monetary policy, and the result of the US presidential election will be crucial in shaping
economic and financial market outcomes.
In these uncertain times—but with the potential of long-term opportunity—UBS Wealth Way offers a
distinctive approach to help manage your wealth. The Liquidity. Longevity. Legacy. framework can help
address liquidity needs so you can stay invested for the long term—regardless of what happens in the year
or decade ahead.
At The Burish Group, we provide sophisticated strategies for affluent individuals and families to help you
manage tough times and give you confidence that you have made the right decisions. Call us today to
get a second opinion on your financial plan.
Andrew D. Burish
Managing Director
Ranked #1 Wealth Advisor in Wisconsin and #10 in the US by Forbes, 2019*
608-831-4282 andrew.burish@ubs.com
The Burish Group
UBS Financial Services Inc.
8020 Excelsior Drive, Suite 400, Madison, WI 53717
Over $4 billion assets under management (as of 1/1/2020)
Relationships with $1 million or more are well-served by our capabilities
ubs.com/team/burishgroup
*Forbes Best-in-State Wealth Advisor List, 2019; Forbes Top 250 Wealth Advisors in the US, 2019.
*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.
In providing financial planning services, we may act as a broker-dealer or investment adviser, depending on whether we charge a fee for the service. The nature and scope of the services are detailed in the
documents and reports provided to clients as part of the service. Financial planning does not alter or modify in any way a client’s existing account(s) or the terms and conditions of any account agreements
they may have with UBS.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth
management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss,
including the risk of loss of the entire investment. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services.
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 and 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. © UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. VIP_12302019-1.v2 Exp.: 01/31/2021

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