Global leader
UBS is a leading and truly global wealth manager
Monticello Wealth Management brings you over 120 years of combined financial services experience. Our mission is to create, preserve and manage wealth for our clients. To meet the goals and objectives of our clients, we develop wealth management strategies and provide portfolio management services. Utilizing a foundation of friendship, trust and confidence helps us to build lifelong client relationships. We believe we can provide solutions to life challenges in addition to helping our clients manage their portfolios.
Each member of our team has a specific role and responsibility. But beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Each generation of your family can rely on our high-touch service. We’re committed to simplifying your financial life with a broad professional network and a consistent approach to managing your wealth. We aim to
Global leader
UBS is a leading and truly global wealth manager
$6 trn
UBS Group invested assets
As of 12/31/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.