Michael Laport serves as a Senior Vice President in Wealth Management at UBS, where he leverages nearly 15 years of experience to provide tailored financial advisory services. His expertise lies in strategic financial planning, particularly for executives, business owners, and multi-generational families, each of whom...
Michael Laport serves as a Senior Vice President in Wealth Management at UBS, where he leverages nearly 15 years of experience to provide tailored financial advisory services. His expertise lies in strategic financial planning, particularly for executives, business owners, and multi-generational families, each of whom face unique financial landscapes and challenges. At UBS, Michael leads a dedicated team that focuses on comprehensive wealth planning, ensuring that clients receive personalized strategies that align with their long-term financial goals.
One of Michael's key projects involves developing innovative retirement planning solutions that address the complexities faced by high-net-worth individuals. By utilizing advanced financial modeling and risk assessment techniques, he helps clients navigate the intricacies of wealth preservation and growth. His approach is not only about managing assets but also about fostering intergenerational wealth transfer, which is crucial for multi-generational families looking to maintain their legacy.
Michael's commitment to excellence in financial services is further exemplified by his designation as a Certified Financial Planner (CFP®), which underscores his dedication to ethical practices and client education. He actively engages in ongoing professional development to stay abreast of industry trends and regulatory changes, ensuring that his clients benefit from the most current insights and strategies. Through his work at UBS, Michael Laport continues to make a significant impact in the wealth management sector, guiding clients toward financial security and prosperity.
