Managing significant wealth can be complicated, but it doesn’t have to be. Whether you’re a millionaire or billionaire, the Wealth Way framework allows clients to think more creatively and confidently about their future. We believe in the power of the approach and the impact in can have on our clients’ lives. That’s why we’ve invited Dan Scansaroli, Managing Director and Head Americas Portfolio Strategy for the UBS Chief Investment Office, to join us on The Lighthouse today. Dan assists UBS Financial advisors and clients with asset allocation, goals-based investing, and portfolio/risk management. He talks about the Wealth Way framework and how it can deliver simplicity, transparency, a goals based framework for investing decisions, tax efficiency, performance enhancements for client investment strategies.