$5.8+ trn
UBS Group invested assets
As of 03/31/2024
At The Fidler Hogan Criswell Meehan team at UBS, we understand the uncertainties that accompany planning for retirement. We work every day to help alleviate the stresses involved, and do so with a sense of purpose.
Every Financial Advisor on the team is a CERTIFIED FINANCIAL PLANNER™. We use our advanced training and education to build your plan around your needs. Our goal is to produce a realistic plan for you that we carefully monitor and update regularly. This allows you to focus your time and effort on the things that are most important to you.
We take the time to get to know you and also gain an understanding of what is important in your life so that we may provide guidance and ultimately help you achieve your goals.
As you embark on the most exciting journey of your life, we encourage you to not go at it alone. Contact us today, allow us to get to know you and understand your goals, and we’ll ensure that we are the right partners for you.
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager