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Faces of Wealth Management

The Kravitz Group, UBS
| |Photography by Bret Redman
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Left to Right Top Row: Michael Culin, Jayme Burk, Armani Miller-Jackson; Left to Right Bottom Row: Ira Kravitz, Harry LaRosiliere Photography by Bret Redman

The Kravitz Group is a wealth management team at UBS comprised of five advisors and seven client service associates who are dedicated to delivering exceptional service and advice to clients. The mission of the team is to provide financial guidance and solutions to help clients navigate complex financial challenges and achieve their goals. The Kravitz Group is the bridge that helps clients make informed financial decisions for current and future generations. They focus on building long-term, multigenerational relationships, providing a tailored solution for each client’s individual needs.

“We pride ourselves on maintaining a client-focused approach with personalized service and attention to detail typically associated with a boutique firm,” says Harry LaRosiliere, senior vice president-wealth management. “We leverage the global resources of UBS to provide our clients with the solutions to help achieve their goals. The relationship begins with an in-depth understanding of the family’s current situation, future goals, and family dynamics. Often, these conversations revolve around both
financial matters and non-financial considerations as well. This leads us to more thought-provoking questions such as, ‘What do you want your legacy to be?’ Our clients’ values shape how their families view, manage, and—ultimately—transfer their wealth.”

In a competitive market such as Dallas, it’s the strength and stability of UBS that set it apart. Clients can have confidence knowing they have the best of both worlds—a company that is a global leader in wealth management combined with the responsiveness and agility of a local firm. Another key differentiator is the people who comprise The Kravitz Group, many whom have been in the industry for multiple decades. 

Through the years, the team has found it to be in the best interest of clients to work closely with their other trusted professionals. This type of collaboration leads to more comprehensive, cohesive, and successful solutions. Above all, The Kravitz Group aims to create superior value for clients and to stand out in the industry for its expertise, advice, execution, contribution to society, and business success.

advisors.ubs.com/kravitzgroup/


Members of The Kravitz Group are Financial Advisors with UBS Financial Services Inc. a subsidiary of UBS Group AG. Member FINRA/SIPC in Plano. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.  Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of UBS Financial Services Inc.

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