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.

Our mission is straightforward: to help provide the advice and knowledge you need to accomplish your goals. It is our job to make sure you are clear about your options and plan early. To best serve our clients, we have forged close, strategic relationships within UBS—one of largest wealth management firms in the world—and with outside professionals. It is all about you: we are passionate about our clients and the work we do for them.

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

Lightning Resources – Know Your Options | Be Informed

Our collection of resources are designed exclusively for visionary middle market business owners, to illuminate their path to success with unparalleled insights, resources, and connections. 

Our Podcast Series

(In-Person Event) LIAB Roundtable Discussion Series: Road to the Election

Date.October 16 2024

Locational details to be provided upon RSVP

  • John Savercool, UBS Senior Lobbyist & Head of Public Policy
Register for this event

To see more events, click here ->

Intellectual Capital

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

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Guiding founders from startup to sale


Inspiring connections

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Advanced Planning Group

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

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Financial strength

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

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

51 countries

Our global footprint