Let's move forward. Together.

Calao Wealth Management Group team picture

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

We give clients peace of mind by understanding their goals, offering tailored solutions, and providing personalized attention.

- Our Mission Statement

A focus on personalized access and service

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.

retirement couple

Retirement planning

Multigenerational planning

Business transition and succession planning

Institutional consulting

Tailored lending and cash management

Investment management

A leader in wealth management

Backed by the strength of our parent company, UBS AG

A national footprint. Local values.

A national footprint. Local values.

A team approach

A team approach

roots of tree

Exceptional financial strength and stability

Insights