Wrenn Ferguson Group - UBS Financial Services Inc.

Family. Wealth. For Generations.

Financial consultant in Lake Oswego, OR (show on map)

A wealth management and financial advisory practice at UBS focused on customized strategies and long-term client relationships.

Call (503) 248-1309

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About

The Coutant Group is a wealth management and financial advisory practice partnered with UBS Financial Services Inc. Their mission is to provide quality strategies customized to client needs and to be the primary source of financial advice.

They concentrate on developing long-term relationships through a commitment to quality client service. The practice utilizes the UBS Wealth Way approach, incorporating Liquidity, Longevity, and Legacy strategies to help clients explore and pursue their wealth management needs and goals over different time frames.

Forbes Best-in-State Wealth Advisors recognition (Keith Coutant, 2018-2023)

Chartered Retirement Planning Counselor® (CRPC™) designation held by advisors

UBS Financial Services partnership providing institutional backing

Long-term relationship focus with commitment to quality client service

UBS Wealth Way approach (Liquidity, Longevity, Legacy)

Services

Wealth Management

Comprehensive wealth management services including investment strategy development and implementation, with oversight and management of client relationships.

Investment strategy development Client relationship management Financial research

Financial Advisory

Quality financial advice and strategies customized to individual client needs, focusing on long-term relationships.

Customized strategies Long-term relationship focus Quality client service

Credentials & Certifications

Chartered Retirement Planning Counselor® (CRPC™)

Series 7 Securities License

Series 31 Securities License

Series 66 Securities License

Forbes Best-in-State Wealth Advisors

Since 2018

Frequently Asked Questions

What is The Coutant Group's approach to wealth management? +

The Coutant Group uses the UBS Wealth Way approach, which starts with questions and discussions to organize a client's financial life into three key dimensions: Liquidity (short-term cash flow), Longevity (longer-term needs), and Legacy (needs that go beyond one's own).

What credentials does Keith Coutant hold? +

Keith Coutant holds the Chartered Retirement Planning Counselor® (CRPC™) designation, as well as Series 7, 31, and 66 securities licenses.

What recognition has Keith Coutant received? +

Keith Coutant was named to Forbes "Best-in-State Wealth Advisors" list in 2018, 2019, 2020, 2021, 2022, and 2023.

What is the team's focus in client relationships? +

The team focuses on developing long-term relationships through a commitment to quality client service, listening to client priorities, and helping clients confidently pursue their life goals.

Where is The Coutant Group located? +

The Coutant Group is located at 100 West Putnam Ave, 2nd Floor, Greenwich, CT 06830.

What states is Keith Coutant registered in? +

Keith Coutant is registered in AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY.