$7 trn
UBS Group invested assets
As of 12/31/2025
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.
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.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
John Peter Lelas III passed away on December 18, 2018 at age 52. John exemplified what a professional Financial Advisor stands for - trusted, intelligent, community focused and always having his clients' best interests at heart. The guidance and professional example John set for his team, and all who have worked with him over the years, has established a legacy that will live on.
Michael Haggerty Sr. was a loving husband, devoted father, cherished grandfather, and respected financial advisor. Mike dedicated over 39 years of his life to UBS Financial Services. His kindness, integrity, generosity, and passion for family touched countless lives. He will be deeply missed and forever remembered.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
51 countries
Our global footprint
