$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our team endeavors to illuminate a financial path that will help our clients achieve their financial goals. Venturing on any journey requires planning, avoiding pitfalls and obstacles, and as importantly making it a pleasurable experience not one fraught with stress and unintended consequence. To that end we strive to be the guiding light and FPS (Financial Positioning System) that will aid you on that journey.
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.
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.
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.
A Certified Retirement Plan Specialist (CRPS) and a designated Retirement plan consultant with extensive business background as an Accountant, Treasurer, and Chief Financial Officer.
Providing consulting services to retirement plans Trustees by:
-Bench marking and insuring they're paying appropriate fees for the service they receive
-Monitoring the plan investment menu making certain they’re best in class and provide a comprehensive investment option
-Provide participants with educational services and best practices on optimizing their retirement plan
Extensive experience and passion in helping Non-profit organization in achieving their mission.
-Help develop retirement plan offering to their members in the form of Multiple Employer 401K Plans (MEP) or Pooled Employer Plan (PEP)
-Incorporate Health and Saving Accounts (HAS) as a part of their “value added” offering
-Design and implement charitable given options for members and contributors
-Estate and Trust valuation and design for their Philanthropically minded donors
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
An overview of philanthropic strategies and their impact to help you evaluate different options.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$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
