$5.8+ trn
UBS Group invested assets
As of 03/31/2024
At Andreasen Gleeson Wealth Management Group, we understand the importance of planning for life’s goals. As a diverse multigenerational team of financial advisors, we provide comprehensive planning to generations of families and corporate executives.
For nearly two decades, we have been advising pre-retirees and retirees in the energy, technology and healthcare fields. We know corporate retirement plans inside out—and always provide our clients with advice to address their worries: Will I run out of money? How can I confidently maintain my quality of life in retirement? With deep experience in helping clients along the path to and through retirement, we get involved with the full range of retirement details that matter most, including corporate retirement plans, Medicare, long-term care, Social Security—and everything in between.
Beyond our commitment to retirement planning, we believe in a holistic approach to wealth management that covers all aspects of your financial life. Whether it’s transitioning assets to the next generation or advising on corporate stock strategies, we see the big picture and guide you through the complexities. With our access to the global resources of UBS, one of the world’s largest wealth managers, we offer you the firm’s global perspective and insights.
Clients count on us for our financial planning expertise and deep understanding of every aspect of retirement. Your financial goals drive everything we do.
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager