$2.8 trillion
In invested assets globally
As of 06/30/2022
Retirement may be a milestone you're looking forward to but getting there takes planning. And the closer you get to retirement age, the more important your planning strategy becomes. Because it's possible you may live 30 years or more in retirement, you can't rely solely on your company pension plan or social security to provide the funding you'll need. Remember, the sooner you begin, the more prepared you will be.
For over 35 years, Chris Eckert and his team have worked closely with successful individuals and their families, helping them plan for the future and pursue their retirement vision. They have benefited from Chris' clear understanding of what retirement really means – transitioning from a lifetime of hard work, providing for family and planning for a reliable income stream that enables them to do the things they finally have time to do.
The key to a stress-free retirement is knowing how much income you can safely withdraw from your portfolio each year and not run out of money.
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
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
