339
Collective years of experience
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.
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.
339
Collective years of experience
3.2 Billion
Assets under management
20
Years in business as a team
$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
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.