$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager