Trillium Partners—An endorsed provider since 2002 UBS Financial Services Inc. 3560 Lenox Road Northeast, Suite 2800 Atlanta, GA 30326 404-760-3000 advisors.ubs.com/trillium 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 SEC-registered 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 you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. © UBS 2024. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA/SIPC. CJ-UBS-1820164407 Exp.: 03/31/2025 React less. Plan more. Complimentary financial planning for GDA members
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