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

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager