$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
At Affinity Wealth Partners, what you value most and why you value it matters to us. It forms the basis of how we go about providing you with guidance, wealth planning and customized service to help you pursue your goals. Our name is inspired by this commitment to you- it is a representation of our great affinity for our clients and our dedication to being their trusted advisors.
Our Mission:
Working closely with affluent families and individuals, we help them manage their financial assets, risk, and legacy. By utilizing our in-depth body of knowledge and engaging in our clients' stories, we seek to make a real impact in the lives of our clients and their communities.
Our Values:We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022