$3.9 trillion
In invested assets globally
As of 12/31/2022
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
At Axis Wealth Partners, our mission is to ensure that you and your family are best positioned to achieve your goals using the resources of our premier global world class firm, while delivering the personalized touch of a family office. Our team manages $1 billion in assets from our office in Paramus, New Jersey. Each and every family receives white glove service from the partners of the group.
Our team of seasoned Financial Advisors, Senior Portfolio Managers and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan to make sure that all of your assets are working toward helping you achieve what matters most. We are well-positioned with advice and solutions that look beyond investing. Our priority is helping you meet all of your financial goals.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager