$5.9+ trn
UBS Group invested assets
As of 06/30/2024
The Buttonwood Group partners draw from a deep well of experience when it comes to understanding client aspirations and taking the action needed to achieve their goals across the various stages of life.
With the depth and diversity of our team, we are always prepared to address the more complicated matters that arise and promptly and efficiently handle every-day issues. While multi-faceted, our team members have areas of specialization, including individual bond and stock selection, advanced planning for families and businesses, and balance sheet optimization.
The Buttonwood Group has an established system in place to create the best client experiences and outcomes. This includes:
A Plan For Your Financial Life
A living plan will provide a total picture of your financial world, will guide your investment and saving strategies, and provide the confidence to take action year after year. Our process incorporates an assessment of your career or business’ prospects and their effect on your long-term family plan.
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.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
