$3.9 trillion
In invested assets globally
As of 12/31/2022
At the Baumgardner Group, we believe we truly have the investment experience and planning framework that can make a difference in the lives of sophisticated investors. As a former Naval Aviator, equity mutual fund manager, and current Senior Portfolio Manager, Jay has a keen understanding of risk and the discipline necessary to navigate challenges—whether in the markets or the military. Our advice offers you the structured approach of a financial plan designed around your goals with customized, risk-managed investment strategies to help you pursue them.
Drawing on the powerful global resources of UBS Private Wealth Management, we have the capabilities to address and execute on each of your most important priorities and concerns—anywhere from sourcing new capital to establishing a family wealth transfer plan to exiting your lifelong business.
But beyond our solutions and investment insight is a level of caring we believe our clients value equally as much. We strive to create a comfortable rapport that's welcoming and supportive. Most important, we want to help you make choices for your family and your future that will not only strengthen your confidence in our relationship, but also provide you with more freedom to focus on the rest of your life.
With our experience and genuine concern for your financial well-being, we hope to be an essential part of your lives and a source of clarity today and for years to come.
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