Details for UBS FINANCIAL SERVICES-BURISH - Ad from 2021-11-21

How to
reach your
philanthropic
goals this
giving season

As we move through the month of November, we reflect on how grateful we are for our clients, our employees and our communities and how we
can give back. The opportunities for philanthropy are limitless.
Planning is the foundation of your ability to create change. How you gift and allocate your assets to the people and organizations you support can
fundamentally change and grow the impact you’re having. Having a financial plan that aligns your investment management strategy with your
philanthropy strategy creates the opportunity to increase the reach of your charitable gifts.
At The Burish Group, we can help you shape your own personal philanthropic vision, approach, and strategy that ensures your charitable gifting
reaches its full potential.
Call us today to start the conversation.
Andrew D. Burish, CIMA®
Managing Director
andrew.burish@ubs.com

Jason M. Maas, CFP®, CIMA®
Senior Vice President–
Wealth Management
Senior Portfolio Manager
jason.maas@ubs.com

The Burish Group
UBS Financial Services Inc.
8020 Excelsior Drive, Suite 400
Madison, WI 53717
608-831-4282
burishgroup@ubs.com

– Barron‘s has named The Burish Group a Top 100 Private Wealth Management Team for 2021.
– Over $4.9 billion in local assets under management*
advisors.ubs.com/burishgroup

*As of November 1, 2021.
Barron’s Top 100 criteria are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited
track records. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co. 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/relationshipsummary. CIMA® is a registered certification
mark of the Investments & Wealth Institute™ in the United States of America and worldwide. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified finanCial Planner™ in the US. 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/relationshipsummary. © UBS 2021. All rights reserved.
UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. VIP_11172021-1 Exp.: 11/30/2022

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