$6.9 trn
UBS Group invested assets
As of 10/29/2025
The meaning behind “12 Under" Wealth Advisors
It’s aspirational.
Jordan and Matt are both avid golfers and competitive by nature. 12 Under Par is the single day lowest score recorded in a major PGA tournament. It has only happened four times on the PGA tour.
Simply put, it's the best score. As a team, we believe in and are committed to always striving to be the best for our clients—the name seemed fitting!
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.
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.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
