Begin with a plan

For your goals. For your future.

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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The proof is in our numbers

5.2 billion

Assets under management

32+

Years in business as a team

50 person

seasoned team


New Photo 2023

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

Global leader

UBS is a world-leading wealth manager

51 countries

Our global footprint

The Burish Group Webinar Series:10 Reasons to put cash to work

07 March

Zoom Webinar

  • Jason Maas, Managing Director - Wealth Management and Senior Portfolio Manager, The Burish Group at UBS

Timely topics from The Burish Group

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Insights

Our video library

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

CIO House View monthly livestream

Estate planning strategies

Tree

UBS and Credit Suisse—stronger than ever

investments

Investment Management

UBS Wealth Way