Advisors Who Work on Your Behalf, So You Don’t Have To. Come Grow With Us.
Sometimes, the more money one earns, the greater the risk of losing it. High-net-worth individuals and families must constantly be vigilant against rising tax rates, bad investments, inexperienced advisors or simply spending beyond their means.
Finding a financial advisor with the ability to properly manage a sizeable portfolio, yet small enough to provide highly personalized attention, is critical. The Wisconsin-based Revolinski Maciosek Wealth Management Group of UBS helps successful families and individuals protect their wealth, while building cash from their nest egg to provide for their spending and lifestyle needs.
“People who live within their means, tend to grow their means,” says Terry Revolinski, CPM®, first vice president-wealth management, portfolio manager. “Most people don’t do enough planning. Our clients are different, because we help them understand what cash flow they need to maintain their lifestyle, and the risks in creating that cash flow.”
Commitment, Planning, Cash Flow, Service
The Revolinski Maciosek Wealth Management Group primarily serves clients who have $1 million to $5 million in investible assets. Each portfolio is custom-designed according to the client’s needs, wants and wishes, risk tolerance, cash flow needs and long-term goals.
“We have a defined process we go through with every prospect before recommending a plan,” says Michelle Maciosek, account vice president-wealth management. “We run our own discretionary portfolios based on the client’s needs, wants and wishes. We actively communicate with our clients through scheduled monthly calls, quarterly reviews and in-person meetings to keep them informed and educate them about their money.”
Clients’ portfolios are managed with input from a team of advisors who come from a variety of professional backgrounds, and thus offer different perspectives. Revolinski, who has been a financial advisor for 26 years, has a law degree and a tax background, having worked for several CPA firms. Maciosek hails from an entrepreneurial family, with a father and siblings who own several small businesses. She has been a financial advisor for 17 years. Financial advisor Joseph Still, CRPC®, worked in corporate sales before earning an MBA and moving into the financial industry years ago. An avid golfer, he spends as much time on the links with clients as he does sitting behind a desk. All joking aside, it’s an important part of getting to know clients personally, to better serve them.
“The more time we spend with clients, the better we understand them,” Still says. “We consider them friends, and we treat them like family.”
17775 W. Bluemound Rd. | Brookfield, WI 53045 | 262.794.0848
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As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways, and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning®.
NABCAP recognized 2011, 2012, 2013. NABCAP Premier Advisor Award based on the evaluation of 20 different practice categories such as experience, credentials, assets under management, fee structure and philosophy, among others. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for this rating.
Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.
UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.