$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients work with the Chapman Rowland Group because we take the time to understand what is most important to them personally, professionally, and financially then tailor custom solutions to help them best achieve their goals. We understand that asset management is not a one size fits all proposition and draw upon over 70 years of combined industry experience to deliver customized solutions for our client’s unique situations. We encourage our clients to thoroughly examine the ways in which they spend, invest, save, and transfer wealth and then partner with them throughout the journey to manage risk and simplify the complex.
How do we work together? We start with a complimentary meeting to develop a plan that considers your financial goals and how you expect to reach them. From there, we tailor investment portfolios that consider your personal and financial objectives to help you meet and exceed your financial goals then continually check in to adjust our plan to an ever-evolving market dynamic and life’s changes.
We support clients across a broad array of professional backgrounds, genders, and generations while adhering to our core principles- integrity, trust, and excellence. If you would like a second opinion surrounding your investments or don’t know where to start, we welcome the opportunity to speak further and see if we might be a suitable partner in helping you achieve your goals.
Our greatest strength is our diversity across generations, professional backgrounds, and genders. We pride ourselves in drawing from our unique backgrounds to share perspectives so that we can better understand the concerns of our clients across all generations and walks of life. In doing so, we take a holistic approach to providing a vast array of wealth management services that cater toward the needs of each generation of your family. We pride ourselves on identifying areas of our clients financial lives that they may have overlooked then proactively provide the information and advice they need so they can focus on what matters most to them.
Managing Director–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Senior Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Senior Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
