$5.9+ trn
UBS Group invested assets
As of 06/30/2024
At the Drelichman Group, 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 team's customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
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.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
More than 160 years
offering financial advice
At UBS, we have been partnering with successful families and organizations for over 160 years. As a leading Wealth Management Firm, we dedicate ourselves to understanding and achieving your unique goals. Our commitment to building strong relationships and providing personalized solutions sets us apart. With our global presence, we offer unparalleled resources to support your financial journey.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.