$5.9+ trn
UBS Group invested assets
As of 06/30/2024
That’s why affluent families and successful young professionals turn to Boccia Quinn Wealth Management Group, a multigenerational family advisory team with decades of experience. Whether you’re growing your wealth, preparing for a transition to retirement, or creating a legacy, we can help. We understand the challenges you face, and we’re committed to working closely together to help you pursue your goals. Beyond our team’s deep experience and guidance, we also deliver the extensive resources of UBS, one of the world’s largest wealth managers.
To give you the confidence you need
Do you have a plan for passing your wealth to the next generation? Are you worried about spending too much? As you move closer to retirement, are you prepared? Whatever it is you want for your financial life, our comprehensive planning process focuses on your vision for the future.
As a skilled team, we begin each relationship with a series of in-depth conversations to understand where you are today and what you’re looking to achieve.
Then, we help you prioritize your goals at each stage of your life. We also address your advanced planning needs for:
In addition, we work collaboratively with your estate attorney, accountant and other advisors to ensure that all aspects of your financial life are in sync.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
