Over 110
Collective years of experience
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
In a challenging era of complexity and innovation, we use a personal approach to pursuing financial freedom through comprehensive wealth management. We strive to stay close to our clients and deliver expert knowledge, acclaimed resources, and highly professional services, with simple, straight forward solutions all suited to their constantly changing needs. With the Boca Raton Wealth Management Group, you enjoy a deeply experienced team of true investment professionals to serve as your wealth management compass, to provide holistic financial planning, a powerful network of products and services, as well as the #1 global research as rated by Institutional Investors. We ensure you have a disciplined plan in place to meet your financial goals. Our approach to wealth management is based on Liquidity, Longevity, and Legacy, which can help you plan for your long term goals, while helping reduce the risk of rash decisions being made in choppy, more uncertain markets.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Over 110
Collective years of experience
5 person
seasoned team
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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