$1 Billion
Assets under management
Our team offers a highly personalized approach that helps our clients simplify the challenges that come with protecting, growing and transitioning wealth. We have spent over 30 years serving the complex financial needs of our clients and their families.
Placing your trust in our team with your money is trusting us with your future, and we understand what a big step that is. The majority of our clients have worked with us for 20+ years, and often our new business comes from client referrals. We believe in hard work just like you do. That’s why we devote everything we do to helping our clients achieve their goals.
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
$1 Billion
Assets under management
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager