#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Derived from the word Elyon, meaning supreme or highest level, our name reflects the standard of excellence, wisdom, and stewardship that guides everything we do.
Elyon Wealth Management is a boutique wealth advisory team dedicated to helping clients navigate financial complexity with clarity, confidence, and purpose.
We provide comprehensive financial planning, personalized investment management, and strategic guidance for individuals, families, professionals, business owners, and retirees. Our approach is tailored to each client's unique goals, circumstances, and long-term vision.
Built on trust, thoughtful advice, and enduring relationships, we serve as a dedicated advisor through every stage of wealth creation, preservation, and legacy planning. Whether you're building wealth, preparing for retirement, or navigating a major life transition, we are committed to helping you pursue lasting financial confidence and long-term success.
At Elyon, wealth management is more than managing assets—it's helping clients elevate their financial lives through disciplined planning, strategic insight, and unwavering guidance.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Expert insights into the world of wealth
Family offices are navigating a more complex global environment by diversifying across assets, currencies and regions. Our Global Family Office Report explores how 307 family offices are building resilience to optimize returns and reduce risk.
To learn more about how this shifting landscape could shape your own strategy.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Global leader
UBS is a leading and truly global wealth manager
$7 trn
UBS Group invested assets
As of 12/31/2025
