Transition your business. Plan for life.

Private Wealth Management

Generational Family on Beach

Your Business. Your Life. Your Legacy.

Powered by the global resources of UBS, Certus Financial Group helps middle market business owners align their business interests with their personal, family, and financial goals.  Whether you are contemplating retirement, seeking growth through mergers, or planning the next phase of your entrepreneurial journey, our dedicated team is here to help navigate the complexities of ownership transition.

At Certus Financial Group, our clients are busy, successful professionals who depend on us to anticipate their needs and help manage their financial world so they can attend to life’s other important priorities. We bring a mix of exit planning insight, disciplined financial planning and institutional investment management experience to each relationship. Collectively, we have spent decades advising our clients in both private and public markets so there is very little we have not seen.

We understand the importance of coordinating with your other professional advisors to deliver one integrated approach. With the personalized touch of a boutique family office and the resources of a global wealth management leader, we aim to be the trusted source for advice and solutions across every stage of life.

One relationship. All of Private Wealth Management.

Who we work with

Preparing your business

Advice for business owners

Your corporate retirement plan

Man looking in VR headset

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager