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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
