$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We understand that the journey of a wealthy family is marked by significant milestones—whether it’s making your first major real estate investment, enjoying the rewards of a liquidity event, or welcoming a grandchild that inspires long-term thinking. Each of these transitions calls for a dedicated team to provide the confidence and guidance you need.
At Buetel Wealth Management Group, our commitment is to build lasting relationships with the families we serve. We invest time in understanding your most important priorities—not just for today, but for the future and generations to come. By getting to know you and your values, we coordinate your entire financial situation with a focus on what truly matters to you.
Experience, transparency and a relentless pursuit of knowledge are commitments that we believe all of our clients deserve.
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.
How we seek to earn your trust
We have emphasis on client service, transparency and accountability. Education is one of our highest values. We never stop learning and improving in order to serve you better.
Our goal is to provide you with a level of service that allows you to focus more on living your life and less on managing the daily aspects of your finances. We tell you up front what you can expect from us, and we design a custom contact schedule based on your wishes.
You’ll know you can trust us because we share knowledge to help make you a more informed investor. We believe that when we educate people, we empower people.
What business owners need to know now to prepare for a successful sale
73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.
A podcast series dealing with current topics and issues relating to an ever changing world in areas that affect all of us.
As a business owner, are you aware of the new governmental reporting requirement starting January 1, 2024, the Corporate Transparency Act? The new law mandates that personal information such as individuals serving as officers or directors of reporting companies, as well as Beneficial Owners who have direct or indirect control of 25% or more of the company must be reported.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Global leader
UBS is a leading and truly global wealth manager
Our mission is to deliver tailored financial planning strategies to meet your unique needs. We aim to be your go-to source for advice on exit planning, estate planning, and more. By focusing on long-term relationships with business owners and multi-generational families, we are committed to exceptional client service.
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Wealth Management Associate
Client Associate
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Wealth Management Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
