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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
First Vice President–Wealth Management
Financial Advisor
I have dedicated my career to guiding my clients through challenging markets by keeping them out of harm's way and focused on a realistic investment strategy that reflects each stage of their financial lives. My team has extensive experience in addressing the inherent uncertainties of wealth including volatility, liquidity concerns, asset protection strategies and complex estate planning needs. Our guiding philosophy is a commitment to providing our clients with an exceptional experience based upon accountability, precise methodology and full transparency.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
I have dedicated my career to guiding my clients through challenging markets by keeping them out of harm's way and focused on a realistic investment strategy that reflects each stage of their financial lives. My team has extensive experience in addressing the inherent uncertainties of wealth including volatility, liquidity concerns, asset protection strategies and complex estate planning needs. Our guiding philosophy is a commitment to providing our clients with an exceptional experience based upon accountability, precise methodology and full transparency.
Education
Credentials
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
