Justin Henck

Role
Vice President, Financial Advisor at UBS
Location
Toledo, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Justin Henck

Touchstone Wealth Partners - You could say our “job” is managing wealth. To us…

Experience

  1. Vice President, Financial Advisor

    UBS

    Feb 2021 — Present

    I deliver comprehensive wealth management and focus on these areas: Longevity planning, including retirement income and insurance planning. Wealth transfer strategies, including inheritance and business succession planning. Life transition planning for marriage, divorce or loss of a loved one. It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers. Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities.

Skills

  • Risk Management
  • Investment Management
  • Asset Allocation
  • Financial Advisory
  • Wealth Management
  • Retirement Planning

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Justin Henck — Vice President, Financial Advisor at UBS in Toledo, OH, US | Unifers