$5+ trillion
In invested assets globally
As of 11/07/2023
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager