Your lasting legacy

Foersterling/Irons & Brown/Schultz Wealth Management

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Pursuing your goals together

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.

Robert Foersterling

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
With over 26 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.

Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs. He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.

Rob is proud to serve on the Executive Board for the Chicago Police Memorial Foundation, which provides support to the families of Chicago police officers who are killed or catastrophically injured in the line of duty. Rob served as co-chair of the Advisory Board for CPMF for 5 years before being nominated to the Executive Board. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. In the past, Rob has volunteered with the Alumni Association of the University of Michigan, Mott’s Children’s Hospital in Ann Arbor, Special Olympics, Chicago Cares, Greater Chicago Food Depository, Juvenile Diabetes Foundation, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters, a son, and two dogs, and live in the north suburbs of Chicago.

California insurance license # 0I10970
- Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- University of Michigan, Major in Political Science with Minors in Business Administration and International Security Affairs
- Senior Portfolio Manager
- Endowment & Foundation Consultant
One North Wacker Drive
Chicago, IL 60606
Rachel D. Irons, CFP®, ChFC®

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Rachel has over 16 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2013, Rachel distinguished herself with the CERTIFIED FINANCIAL PLANNER™ certification less than a month before giving birth to her first child. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.

Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years and is a longtime member of the Schaumburg Church of Christ. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Jax, and Alexa. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.

California insurance license # 0M17857
- Northern Illinois University, Bachelor’s Degree in Finance
- CERTIFIED FINANCIAL PLANNER™
One North Wacker Drive
Chicago, IL 60606
Patrick Erfort, CFA

Financial Advisor

Chartered Financial Analyst®
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives with his wife, Kelly, in Chicago and enjoys running and staying active.

California insurance license # 4052739
- University of Illinois Champaign-Urbana , degree in Economics with a minor in Business
- Chartered Financial Analyst®
One North Wacker Drive
Chicago, IL 60606
Robert Brown IV

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Bob began his career advising client over 40 years ago as a Certified Public Accountant (CPA) at Touche Ross & Co. In 1978, Bob leveraged his skills to become a Financial Advisor at Oppenheimer & Co. prior to joining UBS in 1984. As a Senior Vice President & Portfolio Manager at UBS, Bob uses a disciplined approach to managing portfolios based on the individualized financial plans that reflect the goals and values of each client. This purpose-driven approach to wealth management is designed to help clients & their families achieve their liquidity, longevity and legacy needs.

Bob earned his Bachelor of Science in Accounting from University of Kansas. Bob and his wife, Mary, are members of the Chicago North Shore community and have four adult children and two grandchildren. In his free time, he enjoys spending time with his family, golf, running and philanthropy.
- University of Kansas, Bachelor of Science in Accounting
- Senior Portfolio Manager
Home Worker FL
Home Worker FL, FL 000
Suzanne Schultz, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
As a CERTIFIED FINANCIAL PLANNER™(CFP®), Suzanne focuses on developing personalized solutions through comprehensive financial planning. Each financial plan serves as a roadmap to help clients achieve their life goals and legacies. Suzanne began advising clients at Merrill Lynch in 1983 and later joined UBS in 2002. With over 70 years of combined experience, Suzanne and Bob are proud to have distinguished themselves and their practice by developing long-term multi-generational relationships with clients that allow them to deliver advice beyond investing.

Suzanne received her Bachelor of Science in Business with honors from Millikin University. In addition to her CFP®, she holds her Series 7, 63 and 66 securities licenses and insurance licenses. Suzanne and her husband Jeff are members of the North Shore Community and have four adult children. Away from the office, she enjoys biking, travel and spending time with her large extended family.

California insurance license # 0I85121
- Millikin University, Bachelor of Science in Business with honors
- CERTIFIED FINANCIAL PLANNER™
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Amy Ryan

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Amy joined UBS as a Client Service Associate in May of 2018. She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.
One North Wacker Drive
Chicago, IL 60606

Sean Meier

Private Mortgage Banker

View bio
Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in
the Central and West Divisions for UBS Financial Services. His role is to oversee
distribution of alternative investments (hedge funds, private equity and private real
estate) by helping financial advisors and clients understand how these offerings
function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late
2008, Titus moved to the Alternative Investments group where he has covered a
wide swath of the country helping clients and financial advisors understand
alternative investments and how they can enhance portfolio efficiency and help
clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial
services firms and banks where he held roles in small and large cap equity trading,
as well as in product management. Titus also served as the head of investments
and product management at a large regional registered investment advisor prior to
joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at
Carleton College in Northfield MN. He also received an M.B.A. from the Carlson
School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
David Mietty

Executive Director

Senior Wealth Planning Strategist

View bio
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
Matthew Morris, CFA

Director

Senior Portfolio Strategist, UHNW

View bio

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.

Robert Foersterling

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
With over 26 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.

Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs. He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.

Rob is proud to serve on the Executive Board for the Chicago Police Memorial Foundation, which provides support to the families of Chicago police officers who are killed or catastrophically injured in the line of duty. Rob served as co-chair of the Advisory Board for CPMF for 5 years before being nominated to the Executive Board. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. In the past, Rob has volunteered with the Alumni Association of the University of Michigan, Mott’s Children’s Hospital in Ann Arbor, Special Olympics, Chicago Cares, Greater Chicago Food Depository, Juvenile Diabetes Foundation, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters, a son, and two dogs, and live in the north suburbs of Chicago.

California insurance license # 0I10970
- Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- University of Michigan, Major in Political Science with Minors in Business Administration and International Security Affairs
- Senior Portfolio Manager
- Endowment & Foundation Consultant
One North Wacker Drive
Chicago, IL 60606
Rachel D. Irons, CFP®, ChFC®

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Rachel has over 16 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2013, Rachel distinguished herself with the CERTIFIED FINANCIAL PLANNER™ certification less than a month before giving birth to her first child. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.

Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years and is a longtime member of the Schaumburg Church of Christ. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Jax, and Alexa. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.

California insurance license # 0M17857
- Northern Illinois University, Bachelor’s Degree in Finance
- CERTIFIED FINANCIAL PLANNER™
One North Wacker Drive
Chicago, IL 60606
Patrick Erfort, CFA

Financial Advisor

Chartered Financial Analyst®
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives with his wife, Kelly, in Chicago and enjoys running and staying active.

California insurance license # 4052739
- University of Illinois Champaign-Urbana , degree in Economics with a minor in Business
- Chartered Financial Analyst®
One North Wacker Drive
Chicago, IL 60606
Robert Brown IV

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Bob began his career advising client over 40 years ago as a Certified Public Accountant (CPA) at Touche Ross & Co. In 1978, Bob leveraged his skills to become a Financial Advisor at Oppenheimer & Co. prior to joining UBS in 1984. As a Senior Vice President & Portfolio Manager at UBS, Bob uses a disciplined approach to managing portfolios based on the individualized financial plans that reflect the goals and values of each client. This purpose-driven approach to wealth management is designed to help clients & their families achieve their liquidity, longevity and legacy needs.

Bob earned his Bachelor of Science in Accounting from University of Kansas. Bob and his wife, Mary, are members of the Chicago North Shore community and have four adult children and two grandchildren. In his free time, he enjoys spending time with his family, golf, running and philanthropy.
- University of Kansas, Bachelor of Science in Accounting
- Senior Portfolio Manager
Home Worker FL
Home Worker FL, FL 000
Suzanne Schultz, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
As a CERTIFIED FINANCIAL PLANNER™(CFP®), Suzanne focuses on developing personalized solutions through comprehensive financial planning. Each financial plan serves as a roadmap to help clients achieve their life goals and legacies. Suzanne began advising clients at Merrill Lynch in 1983 and later joined UBS in 2002. With over 70 years of combined experience, Suzanne and Bob are proud to have distinguished themselves and their practice by developing long-term multi-generational relationships with clients that allow them to deliver advice beyond investing.

Suzanne received her Bachelor of Science in Business with honors from Millikin University. In addition to her CFP®, she holds her Series 7, 63 and 66 securities licenses and insurance licenses. Suzanne and her husband Jeff are members of the North Shore Community and have four adult children. Away from the office, she enjoys biking, travel and spending time with her large extended family.

California insurance license # 0I85121
- Millikin University, Bachelor of Science in Business with honors
- CERTIFIED FINANCIAL PLANNER™
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
Amy Ryan

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Amy joined UBS as a Client Service Associate in May of 2018. She comes from 10 years' experience as a Paralegal for a law firm in Chicago. After taking time to raise her 2 daughters, she began working as an office manager for an Elementary school in Elmhurst; overseeing daily operations and administrative needs. In her free time, Amy enjoys running, fitness and spending time at the lake with her friends and family.
One North Wacker Drive
Chicago, IL 60606

Sean Meier

Private Mortgage Banker

View bio
Ann Bjerke

Executive Director

Head of Advanced Planning

View bio

Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.
Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in
the Central and West Divisions for UBS Financial Services. His role is to oversee
distribution of alternative investments (hedge funds, private equity and private real
estate) by helping financial advisors and clients understand how these offerings
function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late
2008, Titus moved to the Alternative Investments group where he has covered a
wide swath of the country helping clients and financial advisors understand
alternative investments and how they can enhance portfolio efficiency and help
clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial
services firms and banks where he held roles in small and large cap equity trading,
as well as in product management. Titus also served as the head of investments
and product management at a large regional registered investment advisor prior to
joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at
Carleton College in Northfield MN. He also received an M.B.A. from the Carlson
School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
David Mietty

Executive Director

Senior Wealth Planning Strategist

View bio
Sarah J. Salomon , CAP®

Executive Director

Head – Family Advisory and Philanthropy

View bio

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
Matthew Morris, CFA

Director

Senior Portfolio Strategist, UHNW

View bio

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.

US banking sector update: Where we are now

Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.

Retirement planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

^$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

Your lasting legacy

Pursuing your goals together

Robert Foersterling

Rachel D. Irons, CFP®, ChFC®

Patrick Erfort, CFA

Robert Brown IV

Suzanne Schultz, CFP

Amy Ryan

Sean Meier

Ann Bjerke

Titus Song

David Mietty

Sarah J. Salomon , CAP®

Matthew Morris, CFA