Meaningful connections for your lifelong plan

Private Wealth Management

AMD Wealth Partners Team

Together, We Are AMD Wealth Partners

Our Team Name:

AMD Wealth Partners is a team of seasoned financial professionals with 70 years of combined experience in wealth management, AMD Wealth Partners brings a deeply integrated and client-focused approach to financial advising. Having worked together for many years, our team combines expertise in wealth advisory and investment management to provide tailored strategies for ultra-high-net-worth individuals. At UBS, we leverage our collective strengths to help clients navigate complex financial landscapes, build lasting relationships, and create opportunities for long-term success.

A stands for Ary and Advice versus product-driven. 

M stands for Michael and Methodical approach to all aspects of investing and wealth planning. 

D stands for David and total Devotion and loyalty to our clients. 

 

Our Mission Statement:We strive to thrive as a wealth management team by excelling in four key areas:

Clarity & Focus – Identifying the clients we serve best and dedicating our efforts to maximizing value for them.
Client-Centered Approach – Deeply understanding our clients’ dreams, goals, and concerns to provide tailored solutions.
Market Insight & Integrity – Leveraging our expertise and UBS’s vast resources to deliver thoughtful, ethical, and strategic advice.
Enduring Relationships – Building long-term, mutually successful partnerships founded on trust, loyalty, and unwavering commitment.

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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Investments and finances under one roof

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A leading global wealth manager

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Turn possibilities into a plan

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Creating a legacy for your family’s future

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Navigating opportunities across your enterprise

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Legacy planning

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Dividing wealth across generations

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Estate planning strategies

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Retirement planning

You've worked hard and carefully invested to ensure that you’ll live life on your terms in retirement. But are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.

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The good news is, you’re succeeding

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Advice for business owners & entrepreneurs

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Comprehensive planning for significant wealth

Insights

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