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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Account Vice President
Financial Advisor
We work with a select number of affluent business owners, corporate executives, and successful families, serving as vigilant risk managers and thoughtful stewards of their financial assets. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team is able to deliver a unique experience that offers the dedication of a boutique family office and the resources of one of the world’s strongest wealth management firms.
Education
Credentials
Account Vice President
Financial Advisor
We work with a select number of affluent business owners, corporate executives, and successful families, serving as vigilant risk managers and thoughtful stewards of their financial assets. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team is able to deliver a unique experience that offers the dedication of a boutique family office and the resources of one of the world’s strongest wealth management firms.
Education
Credentials
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
