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

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Your portfolio

Grandmother with laptop

Your family legacy and purpose

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Practical planning for professional athletes

For professional hockey players, your current success on the ice is all the more reason to plan ahead.