$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:
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.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
