$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Associate Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
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
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
