$3.9 trillion
In invested assets globally
As of 12/31/2022
At The Cotter Schena Group, we truly understand the financial challenges our clients face today. We are working toward similar goals—helping to protect the financial well-being of our families and feeling confident about the future. Our most important priority is helping you achieve what matters most to you.
How do we do that? Through our disciplined planning process—your financial roadmap that we create together. It’s designed to help you pursue the goals you have now—mortgage financing, liquidity solutions, college funding and business expansion. But it also addresses the goals that are focused on the future—retirement funding, estate and generational planning and charitable giving. Together, we’ll build a relationship you can count on, to help address your needs today, and to evolve with you and your family over a lifetime.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager