$3.1 trillion
In invested assets globally
As of 03/31/2021
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.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
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.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
