219
Collective years of experience
219
Collective years of experience
13 person
seasoned team
1.9B
Assets under management
When you think about the future, what do you hope for? Ideally, you would be able to fund the lifestyle you want in retirement, provide a legacy for your family and support causes that reflect your values.
Our caring and knowledgeable team wants to help you achieve that vision. That’s why we work collaboratively with our clients, taking a proactive approach to help you pursue your goals. Our diversity of experience enables us to create long-term financial plans that are designed to weather market fluctuations and unexpected life events.
Each client has a relationship with two experienced Financial Advisors who offer complementary perspectives and insights, as well as a dedicated Wealth Strategy Associate to address day-to-day concerns. Our multigenerational team offers continuity for the families, corporate executives, business owners and physicians that we serve. To provide you with the most relevant tools and guidance, we draw on UBS’s sophisticated planning resources, including trust solutions, insurance and philanthropic advisory.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022