Dynamic solutions for complex wealth

The BoundaryRock Group Photo

At The BoundaryRock Group, we believe we truly have the investment experience and planning infrastructure that can make a difference for sophisticated investors with complex needs. With experience in private equity, institutional portfolio management and cash flow planning, our advice offers you a financial planning foundation with dynamic, risk-managed solutions that we tailor specifically for you and the life you lead.

Whether you’re sourcing business capital for a new venture, structuring your estate or establishing a family trust, we have the insight, network and resources to help you move forward toward your goals.

Like the Boundary Stones of Washington D.C. that inspired our name, we’re here to provide clarity, stability and opportunity each step of the way.

- The BoundaryRock Group
Helix Bridge

Investing shaped by institutional perspective

Office Seating

Private equity insight and opportunity

Woman Architecht

A strong and stable planning foundation

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager


Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022