1. Pinnacle Wealth Management Group
--focusing on the suddenly wealthy--
UBS Financial Services Inc.
The Pinnacle Wealth Management
Group at UBS
101 West Elm Street, 2nd Floor
Conshohocken, PA 19428-2006
The focus of our relationship
Wealth Management is a consultative
process that goes beyond investments
to incorporate advanced planning. In
conjunction with our professional
network, we built the RESERVE at
Pinnacle to serve the 5 main areas on
which successful families focus:
1. Wealth Preservation - make smart
2. Wealth Enhancement - mitigate
taxes without sacriﬁcing cash ﬂow
3. Wealth Transfer - ﬁnd and facilitate
the most efﬁcient way to pass assets
4. Wealth Protection - protect against
assets being unjustly taken
5. Charitable Giving - facilitate
charitable goals in the most impactful
Please see important disclosures on reverse.
Pinnacle Wealth Management focuses on the suddenly wealthy
Sometimes money is earned over a lifetime ... sometimes it happens much
We work with our clients primarily through these key events when they fall
between $5-50 million:
* medical malpractice awards
* business sales
* qui tam (whistleblower) awards
Life events that bring large inﬂows also bring with them unique advanced
planning concerns. We have the experience and the professional network to
work with you and help organize your ﬁnancial life beyond investing.
Robert T. Higgins
Senior Vice President
Hard work, dedication, perseverance -- just a few of the many elements it
takes to be a successful entrepreneur. Bob used them all to build, from
nothing, a multi-million dollar wealth management practice that began back
in 1994. In 2009, Bob built upon that success by joining UBS Financial Services
to work with other successful business owners, their families, and their heirs.
When Bob is out of the ofﬁce, you can ﬁnd him on the sports ﬁeld coaching
youth soccer or quarterbacking a game of catch. As a foodie, you might also
ﬁnd him at that hot new restaurant in town.
Bob is a graduate of St. Joseph's University and lives in Chester Springs, PA
with his wife Michelle and their three children.