$3.9 trillion
In invested assets globally
As of 12/31/2022
Focus
With a global focus and extensive experience, Alpha Legacy Wealth Management takes the time to understand the uniqueness of each family and provide professional investment and wealth planning.
Discipline
Using a disciplined approach built on a commitment to developing lasting relationships, we work closely with each generation to achieve your long-term goals and ease the challenges of major life milestones.
Consultative services
Our consultative services include specialized wealth planning that starts with portfolio management incorporating philanthropic and wealth transfer planning.
Holistic approach
This holistic approach enables our team to build strong, personal relationships by looking beyond your assets and integrating all aspects of your financial life.
We get to know you on both a financial and personal level. That is how we provide the specific advice and comprehensive services to help you pursue your goals.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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