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Highlights from Berntson Porter’s Annual Wealth Management Summit (November 16, 2017)


Watch the highlight video from our 2017 Wealth Management Summit!

The Wealth Management Summit is Berntson Porter and UBS Private Wealth Management’s annual, premier wealth planning event. Nationally acclaimed speakers present on areas of investing, financial planning, public policy, tax strategy, estate planning and more! Past presenters have included: John Savercool (Senior Lobbyist, Managing Director of UBS Americas Inc.), Richard Bernstein (CEO, CIO of RBA), Brett Mossman (Managing Director, BlackRock’s Global Client Group) and Dave Asprey (Founder, CEO of Bulletproof).

Look for details on our 2018 Annual Wealth Management Summit soon!