A commitment to family wealth and legacy

Private Wealth Management

Cleveland OH Branch Office - Branch Photo

All of us at the Cleveland Wealth Management Team pride ourselves on the trust, candor and ease of communication that we develop with each family. We are dedicated to helping you and your family address the specific opportunities that come with personal and business success. We listen to your concerns, embrace your expectations and come to understand your motivations and desires.

As a multigenerational team, we strive to be an integral part of each generation of your family’s financial lives. We help meet your challenges at every phase of life—be it transitioning a business, purchasing a dream home, starting a foundation or facing a loved one’s health issues. By coordinating with your other professional advisors, we help provide a seamless experience.

UBS lobby

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Cleveland park

Private Wealth Management

A team approach

Multigenerational planning

Older man and woman

Wealth planning: A structured approach

Conference room

Building lasting relationships

Business transition and succession planning

The proof is in our numbers

339

Collective years of experience

As of 12/31/2021

3.2 Billion

Assets under management

20

Years in business as a team


Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Expanding our team. Deepening our insight.

Our partnership with the Gaertner Investment Consulting Group provides us with more expansive resources and insight for addressing the needs of our individual and institutional clients.