$6 trn
UBS Group invested assets
As of 12/31/2024
Brunker Wealth Management has been helping generations of families pursue their financial goals for over 35 years in Jackson Hole, WY and Minneapolis, MN. Our conversations often address 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
Executive Director
Business Owners Segment Lead
Executive Director
Alternative Investments Consultant
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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