You have options. Be informed. Plan early.

Private Wealth Management

You are focused on the task at hand: leading a great company, raising the next round or making your mark in the pros. That does not mean you should put your personal planning on hold.

Our wealth management team works extensively with entrepreneurs, business owners, professional athletes and their families. We help our clients prepare their estates for the future liquidity they are destined to earn, and help plan for the complex challenges you may face—those that are known, as well as those unforeseen. We also help to avail our clients to investment opportunities commensurate with such wealth.

Below you will find a series of videos introducing our team, explaining how we manage clients' assets, and demonstrating our collaboration with other professionals. We invite you to watch these videos to better understand our approach and how we can assist you in achieving your financial goals.

We help guide clients to purposefully match capital to address specific goals, much like an endowment or pension plan does. Our investment approach leverages principles of behavioral finance and a stellar investment platform to address specific short-, intermediate- and long-term goals.

- Jason Chirogianis ATX Wealth Partners

Elevate Your Wealth Management Journey

Insights and Strategies for Optimal Financial Outcomes

(New relationships must have a minimum of $10MM investable assets today or within the next 12-24 months. Exceptions are made on a case-by-case basis)

Powerful Ways We Support Business Owners: Insights, Connections, and Strategies

We've curated an ecosystem of resources - including exclusive roundtables, white papers, a podcast series and opportunities to connect with fellow business owners - all designed exclusively for visionary middle market business owners, to illuminate their path to success with unparalleled insights, resources, and connections.

"Spark Session"

Date.May 15 2025

Location details provided upon RSVP

    Register for this event

    Our Podcast Series

    White Papers & Articles

    Providing personalized access and solutions to select clients

    “Your family, your company, your contract, your philanthropy: they’re all inextricably linked. The most effective planning understands how all the pieces mesh with one another.”

    — Josh Pottinger

    Business Owner in entryway

    Advice for business owners & entrepreneurs

    Couple in an art gallery

    Comprehensive planning for significant wealth

    Man working on laptop during virtual call

    Planning for a changing tax landscape

    Expand or transition

    Monetize your business

    Ready for what's next

    Case studies

    How we've helped clients...

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $6 trn

    UBS Group invested assets
    As of 12/31/2024

    Financial strength

    Driving confidence.
    A-  Standard & Poor’s
    A  Fitch
    A3
      Moody’s


    UBS AG, long-term senior secured debt rating. As of 03/31/2024

    51 countries

    Our global footprint

    Insights

    This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

    Go to privacy settings