$3.9 trillion
In invested assets globally
As of 12/31/2022
Why do clients choose Adams Wealth Management? We have spent more than 30 years navigating nearly every type of market cycle. Given our comprehensive planning approach and disciplined investment management, they value our knowledge and understanding of the challenges they face each day as they work and plan for their future and the retirement they have earned.
Because we believe in the importance of community and giving back to the causes that are meaningful to all of us, many of our clients consider our team a part of their family. They know that we care about much more than business transactions—we’re here to help you prepare and invest for life. Whether you’re pursuing personal or professional milestones, we will always strive to be a stable and consistent source of solutions and answers to the questions that matter. We’re singularly focused on one goal: your financial well-being.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager