$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our team endeavors to illuminate a financial path that will help our clients achieve their financial goals. Venturing on any journey requires planning, avoiding pitfalls and obstacles, and as importantly making it a pleasurable experience not one fraught with stress and unintended consequence. To that end we strive to be the guiding light and FPS (Financial Positioning System) that will aid you on that journey.
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.
The concept of developing a financial plan is not dissimilar to an architect conceiving a drawing and a plan for erecting an edifice. It entails careful planning that requires taking under consideration all potential contingencies.
Financial Planning:
Gathering information and assessing the clients' current financial position.
-Comprehensive Goal assessment
-Developing a realistic plan that takes in consideration risk tolerance and predictability of outcomes
-Periodically monitoring and gaging performance to make sure that the plan continues to be relevant
-Use the financial Plan to construct a legacy plan
-Employee effective tax planning based on current laws and adjust accordingly in concert with legislative changes
-Create strategies for special need situations
-Provide unique options for charitable giving.
Review and design insurance solution to hedge against unforeseen events that complement both the Financial and Trust and Estate plan.
-Long-term care
-Health Insurance
-Annuities
-Life Insurance
-Indemnity insurance
Monitor and review all outstanding policies to Insure that they remain current and relevant to the client present situation.A Certified Retirement Plan Specialist (CRPS) and a designated Retirement plan consultant with extensive business background as an Accountant, Treasurer, and Chief Financial Officer.
Providing consulting services to retirement plans Trustees by:
-Bench marking and insuring they're paying appropriate fees for the service they receive
-Monitoring the plan investment menu making certain they’re best in class and provide a comprehensive investment option
-Provide participants with educational services and best practices on optimizing their retirement plan
- Cash Management
- Corporate lending
- Treasury service
- Stock plans
- ESOP
- Valuation Services
- Mergers and Acquisitions
Extensive experience and passion in helping Non-profit organization in achieving their mission.
-Help develop retirement plan offering to their members in the form of Multiple Employer 401K Plans (MEP) or Pooled Employer Plan (PEP)
-Incorporate Health and Saving Accounts (HAS) as a part of their “value added” offering
-Design and implement charitable given options for members and contributors
-Estate and Trust valuation and design for their Philanthropically minded donors
The Execution of any plan is most effective when it’s consummated by a seasoned professional with extensive knowledge, proficiency , and experience in the task at hand.
An open architecture Platform that allow us to design portfolios for clients that are eclectic and diversified by utilizing multiclass assets that are not correlated”
-Structured products
-Private Equity
-Alternative Investments
-Equity and Fixed income
-Commodities and precious metals
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.
$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
