Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Euthymia...a condition according to which the soul lives calmly and steadily, being disturbed by no fear, or superstition, or other temporary impulse.
More than any other attribute, happy high net worth clients share a clear sense of purpose for their wealth. As wealth grows, so do opportunities. Without a clear focus, these opportunities can become distractions that pull us away from the fulfillment that we are seeking.
To see one's path and pursue it with intention is a gift. The Stoics called this "euthymia," believing in yourself and trusting you are on the right path. I want to put you on this path.
To do this we focus on the things that we can control - we get organized, build financial statements, articulate priorities, and create a plan to bring it all together.
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.
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.
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
#1
Family office services
Euromoney Private Banking and Wealth Management Survey, 2022
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020