Plan strategically. Move forward confidently.

Private Wealth Management

Lake

At the The Bull-Wiebler Group, we’re not only experienced private wealth managers, we’re financial planning advocates who connect goals to solutions and opportunities. As members of the exclusive UBS Private Wealth Management division of our firm, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf. Whether you’re an entrepreneur selling one business to purchase another, a professional hockey player negotiating a new contract, or building and preserving wealth today for your family’s legacy tomorrow, we have the knowledge to guide you forward.

Our strategic planning approach and thoughtful advice—beyond investing—will evolve with you over time. Our team is young, hardworking and passionate about simplifying your financial life. Trust that we’re committed to taking care of you and those you care about most, so you can confidently focus on the future and the many other priorities in your life.

Engineer

Your business

iphone

Your portfolio

Grandmother with laptop

Your family legacy and purpose

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

Global leader

UBS is a world-leading wealth manager

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Hockey player

Practical planning for professional athletes

For professional hockey players, your current success on the ice is all the more reason to plan ahead. We look at your entire financial picture. We clarify your goals and concerns, and then design a plan that can help you feel confident about the future, no matter what life—or the NHL sends your way.

The Bull Wiebler Group and UBS Financial Services Inc. are not affiliated with the National Hockey League. The NHL did not approve or endorse this material.