$5.8+ trn
UBS Group invested assets
As of 03/31/2024
We earn our clients’ trust in many ways—identifying their goals, simplyfing their lives and ultimately, helping them achieve what’s important to them.
At the Dietrich Sussman Group, we’re a comprehensive wealth management practice focused on every aspect of your financial life. Given our team’s abilities and experience in retirement and insurance solutions, lending, hedging and monetization strategies and portfolio management, we take a disciplined, planning-based approach to working with you—a concept we call: Advice. Beyond investing. Our goal is to be your primary advisors and problem solvers who not only help find answers to your most important financial questions, but who “connect the dots” across all your planning and investing needs.
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.
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager