$2.8 trillion
In invested assets globally
As of 06/30/2022
As a rising corporate executive, building wealth is your chief consideration. When you become a parent, your focus may shift to putting aside money for your children. Approaching retirement, you want to keep your assets secure for the future you’ve envisioned for yourself and your loved ones.
At Ferguson Wealth Management, we help our clients navigate their shifting needs and priorities. What’s important to us is our personal relationship with you. We believe that only by knowing you, your family and your goals can we create the comprehensive financial plan that your future deserves.
Our clients truly come first, which means we advocate for you in all areas of your life, beyond investing. Our goal is to be a consistent source of support, integrity and experienced advice throughout your life’s changes.
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.
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