$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We understand the connections between wealth and family, and we’re committed to being there for our clients over multigenerations and life events. Our holistic wealth management approach starts with comprehensive financial planning that is solutions-focused, risk-aware and tailored to your specific needs. We offer relevant and useful guidance for navigating life's major milestones, whether you're selling assets or a business, transitioning into retirement or coordinating your estate planning.
An important focus for many of our clients includes a thoughtful asset protection strategy as part of their comprehensive financial plan. This helps ensure those assets are preserved in a tax-efficient manner and passed on to future generations according to your wishes. We offer guidance in making wise estate and philanthropic decisions when passing on your legacy through both wealth transfer solutions and by helping children and heirs understand the value of their assets.
UBS Financial Services Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. Clients should seek advice based on their particular circumstances from an independent tax advisor.
With deep roots in the financial services industry since 1961, we're committed to service as our clients' advocates across each generation
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.
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Wealth Strategy Associate
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Wealth Strategy Associate
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
