World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
At The Banas-Yu Wealth Management Group, we’re a deeply experienced team with a passion for solving your financial challenges. We understand the complex needs of corporate retirement plan sponsors, multigenerational families and business owners. For more than 30-years, we’ve proudly worked together to bring our clients thoughtful, customized solutions encompassing all aspects of their financial lives. Our team is comprised of nationally recognized industry leaders with diverse backgrounds, including a female partner who is a native Mandarin speaker.
We are a planning-based team. As such, each relationship begins with conversations that deepen our understanding of your goals and how we can help you achieve them. Whether we’re advising a plan sponsor on fiduciary responsibilities or an individual investor on multigenerational wealth strategies, we work closely with you to create a fully integrated plan.
Our level of caring has consistently earned our clients’ confidence, with many client relationships over 30 years. Accessible and highly responsive, we are always available to resolve a question or concern. You also gain access to the global resources and thought leadership of UBS, one of the world’s leading wealth management firms.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
The pandemic spotlights the importance of employee benefits
Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022