The confidence that comes with understanding your choices.

Planning

We offer PwC employees a basic retirement plan at no cost. Comprehensive, in-depth, personalized financial plans for PwC participants and retired partners are offered at a minimum 50% discounted rate.

Investing

Our tailored investment solutions help you meet independence rules at discounted rates.

• Minimum discount of 25% on equity based services
• PwC participants will pay no more than a maximum advisory fee of 1.5% (25% discount from standard client fee)*
• Annual account fee of $150 is waived for our premier brokerage account, the Resource Management Account® (RMA®)

As a full-service brokerage firm with wealth management at our core, we'll work with you and all of your trusted advisors to develop a financial plan based on a deep understanding of your goals. Our plan may include:

• Retirement planning
• Family needs planning
• Credit and lending
• Business succession planning
• Executive compensation
• Insurance and liability management
• Estate planning strategies

1. Discovery conversations
We want to understand who you are as a person, as well as an investor. We’ll help you clarify your priorities and your concerns, and then examine your complete balance sheet. All of this information will help us frame your goals and shape a plan to help you achieve them.

2. Recommendations
Your goals inform your customized plan, as does our broad experience in both financial planning and institutional-level portfolio management.

We take an active and transparent approach to structuring your portfolio, evaluating your insurance needs, determining your liquidity requirements and planning for your legacy. It’s important that you weigh in on those decisions and understand how our investment choices are tailored specifically to your objectives and comfort with risk.

3. Collaboration
We’ll coordinate with your current legal and tax advisors to discuss and align our recommendations. Our goal is to be your single point of contact—the financial advisors who “connect the dots” to simplify your financial life with an integrated planning strategy and consistent oversight.

4. Implementation
You receive an individualized asset allocation plan that is actively managed and tailored to you. Our process is fully transparent so you are aware of any fees and how your portfolio is performing against its benchmark. Our planning and seamless implementation is your road map to help you work toward your financial goals.

5. Regular progress meeting*
Life and market conditions may change at any time. So once we’ve implemented your strategy, we monitor your portfolio regularly and, if needed, we can adjust risk and rebalance your asset mix. Because we continually analyze the markets, we may also recommend opportunities that could potentially further your goals.

6. Reporting
Our team can prepare a personalized report to let you know how your investments are doing. This highly detailed report shows:

• The amount you originally invested;
• how much you have contributed and/or withdrawn to date;
• how much you have earned to date; and
• how your portfolio compares vs. the appropriate benchmark.

_{*We provide periodic monitoring of advisory accounts in accordance with the client's agreements with UBS. Unless separately agreed in writing, UBS does not manage client's brokerage account, and clients make the ultimate decision regarding the purchase or sale of investments.}