Wealth advice for your life's goals

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Four people meeting in glass office

$1.5 Billion

Assets under management

As of 10/29/2021


Advisors on the team

10 person

seasoned team


A way forward

Athletes and entertainers, let's talk legacy

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Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022


Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

Global leader

UBS is a world-leading wealth manager