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$2.8 trillion
In invested assets globally
As of 06/30/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Candace is a lead Financial Advisor with Gateway Wealth Management Group where she focuses on advanced planning and helping clients in transition make smart decisions about their money. Her planning advice primarily addresses clients' cash flow, wealth protection, wealth transfer and philanthropic planning needs.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Candace is a lead Financial Advisor with Gateway Wealth Management Group where she focuses on advanced planning and helping clients in transition make smart decisions about their money. Her planning advice primarily addresses clients' cash flow, wealth protection, wealth transfer and philanthropic planning needs.
Education
Credentials
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.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
