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$6 trn
UBS Group invested assets
As of 12/31/2024
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
Financial Advisor
Education
Senior Vice President–Wealth Management
Financial Advisor
Education
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Let’s build the future of multicultural wealth. Together.
Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
