$5.9+ trn
UBS Group invested assets
As of 06/30/2024
You may envision giving your children a solid foundation, transitioning from full-time work to an active retirement and the continued success of the business you have built.
We can help you create a plan designed to get there. We are Financial Advisors who truly care about your financial goals. Our clients may benefit not just from our experience, but also from the close relationships we forge. You can come to us for all of your financial concerns, and we will work to help address them, or connect you with our network of specialists at UBS and beyond.
Wherever you are in life, and whatever you wish to pursue, we want to be by your side.
We don’t take a cookie cutter approach to your financial life. We tailor and customize your plan, your portfolio and the way we communicate with you.
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.
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.
At Demarco & Associates We understand the competing priorities that most business owners are juggling. As a Financial Advisor with the Certified Exit Planning Advisor (CEPA) designation, Rich DeMarco can help you align your business, personal and financial needs well in advance of a sale or succession.
His experience working with dental practice owners and energy company leaders has given Rich a clear insight into the need to build business value so that you can maximize your options and transition when you are ready. Rich can advise you on all of your exit options. He collaborates with a seasoned, multidisciplinary team of professionals to support your continued success. In addition, UBS offers a network of boutique investment bank partners who can help with a full or partial sale, as well as a vast array of investors and lenders to assist with capital raises for growth and expansion.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
