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$6 trn
UBS Group invested assets
As of 12/31/2024
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Senior Vice President–Wealth Management
Financial Advisor
Arthur Chase believes that money serves a purpose. And as a wealth manager, Art's overarching objective is to help each of his clients turn their financial sucess into personally meaningfull purposes. The foundation of his approach to wealth management is a comprehensive financial plan, upon which he layers retirement and insurance planning, portfolio management and estate planning strategies. In doing so, he leverages not only his own three decades of experiance delivering sophisticated wealth management solutions, but also the vast global resources of UBS.
Art holds a B.S. in business from George Mason University. He and his wife Pat, live in Fairfax, Virginia and have one adult son. In his spare time, he enjoys refereeing games for local youth soccer clubs.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Financial Advisor
Arthur Chase believes that money serves a purpose. And as a wealth manager, Art's overarching objective is to help each of his clients turn their financial sucess into personally meaningfull purposes. The foundation of his approach to wealth management is a comprehensive financial plan, upon which he layers retirement and insurance planning, portfolio management and estate planning strategies. In doing so, he leverages not only his own three decades of experiance delivering sophisticated wealth management solutions, but also the vast global resources of UBS.
Art holds a B.S. in business from George Mason University. He and his wife Pat, live in Fairfax, Virginia and have one adult son. In his spare time, he enjoys refereeing games for local youth soccer clubs.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
