18
Years in business as a team
There’s more to wealth than money. There’s your family’s security and well-being. The growth and success of your business. A worthy cause that’s transforming lives. At Wilfong Gage Group, we have the diversity of skills, education, experience and national reach to help you pursue your goals and greater ideals through meticulous planning and investing. With client relationships in states all over the US, through offices in both Memphis, TN and Dallas, TX, we focus our attention and energy on making a difference in people’s lives. We work together as one cohesive team to simplify complex situations, to ultimately help you make a significant and lasting impact for good. It’s all backed by UBS—one of the world’s largest wealth managers.
We start by asking you one simple question: what is important about money to you? Your answer is a call to action for us.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
How athletes and entertainers navigate the financial expectations of family and friends
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
Private Wealth Advisor
Wealth Management Associate
Senior Vice President–Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Financial Advisor
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Wealth Management Associate
Senior Vice President–Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Financial Advisor
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
18
Years in business as a team
92
Collective years of experience
6 person
seasoned team
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
