Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Private Wealth Management

At Continuum Wealth Advisors, we help successful entrepreneurs, business owners, executives and multigenerational families maximize the impact their wealth can have on their life, on the ones they love and the causes they care about.

Wealth management is not just a one-time event but a continuous journey that evolves over time. Our clients' financial needs and goals change as they move through different stages in their lives, and we are committed to providing comprehensive and personalized advice that meets those evolving needs. By embracing the concept of a wealth continuum, we aim to create a partnership with our clients that lasts a lifetime.

Our goal is to help you navigate the challenges and opportunities of your financial journey, from the accumulation of wealth, to its preservation and transfer to future generations. We realize that wealth is more than just dollars and cents. This is why we consider your overall financial life to understand how the decisions made to address current circumstances may impact your individual goals and values for you and your family.

Connecting you to the expansive global resources and insight of Private Wealth Management of UBS, we’ve never been better positioned to help our clients with significant wealth pursue their most important goals – from maximizing the value of their business to making a meaningful philanthropic impact to leaving a lasting family legacy for generations to come.

Our clients

Working with a range of clients and their complex financial lives, enables us to anticipate and address whatever challenges you may be facing.

Guiding founders and business owners from startup to sale

No two businesses are the same and no two founders are, either. For years we’ve worked alongside successful entrepreneurs and founders as they’ve taken their companies full circle.

From startup to rapid growth to liquidity, we understand your challenges and have the experience, resources and connections to help you plan proactively and make smarter decisions about how best to monetize your company.

Business transition and succession planning

Advising corporate executives

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice.

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come.

Shaping multigenerational family wealth

Our clients are deeply concerned about the role that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish now and for the long-term.

Together with our partners from Family and Philanthropy Advisory Services and Family Office Solutions, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family meeting engagement, governance and wealth education.

Delivering opportunity through collaboration

UBS Private Wealth Management
Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

Your family

Younger generations are positioned to become more economically empowered than their parents, yet they face an increasingly fast-paced and volatile future. To help brave the unknown, UBS Private Wealth Management can support your family through all generations to plan for the next era.

Learn more

Your business

72% of the world’s wealthiest people are self-made, and most tend to be business owners. Entrepreneurs have the drive to build something great, and we have the solutions to turn their aspirations into reality.

Learn more

Your legacy

COVID-19 exposed economic disparities, so those with the financial means to help stepped up. UBS Private Wealth Management can help your giving have an even greater impact by connecting you with other like-minded donors.

Learn more

The access and opportunities of Private Wealth Management.

You. Connected.

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a UBS Private Wealth Management team, we are well positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support that can help you achieve your most important goals.

Connect with us