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Sustainable investing

Investing for good

Investors have always been interested in social and environmental issues, and sustainable investing can help make a difference for everyone. Do you want your investments to have a positive impact on the environment and society? Let’s talk.

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Keith A. Swanson, CFP®

Senior Vice President - Wealth Management

201-587-2061 keith.swanson@ubs.com

The Angelo & Swanson Financial Group

UBS Financial Services Inc.

61 South Paramus Road

Mack Center IV, 4th Floor Paramus, NJ 07652-1236

201-845-4415 800-423-3381 advisors.ubs.com/angeloswanson

As a firm providing wealth management services to clients, UBS Financial Services Inc offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SECregistered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. ©UBS 2023. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. D-UBS-9C6FA77A

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