$3.9 trillion
In invested assets globally
As of 12/31/2022
Brunker Wealth Management has been helping generations of exceptional families pursue their financial goals for over 35 years. But our conversations often address other goals beyond the financial—like living a purposeful life, supporting the greater good of the community and leaving a legacy grounded in values. We believe these priorities are equally as meaningful.
As members of UBS Private Wealth Management, our training, deep understanding of complex wealth and access to firm-wide expertise and opportunities can help you pursue all that matters. Addressing your priorities in caring and creative ways, we are dedicated to building enduring relationships based on our mutually aligned interests and advice that grows with you, those you care about most and your evolving priorities.
As advocates for our clients and their families, we are committed to helping make their lives better. We strive to be their “go-to” team, to create relationships that are aligned with interests and to deliver prudent, caring advice. We don’t just want to provide a solution, we want to provide the right solution.
Executive Director
Head of Advanced Planning
Executive Director
Head, Portfolio Advisory Group Midwest, New York and Northeast Division
Executive Director
Head – Family Advisory and Philanthropy
Tailored Lending Transaction Manager
Executive Director
Business Owners Segment Lead
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