$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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
