$5.9+ trn
UBS Group invested assets
As of 06/30/2024
At Fortner Wealth Management we provide a hands-on approach to financial planning and a grounded perspective on all the critical decisions you face. Because managing risk is at the core of everything we do, we keep a watchful eye on your short-term needs and your long-term goals. Count on us for the intellectual muscle and protective financial guidance to see you through every stage of life.
As a team, we offer specializations in the critical areas of wealth management, including financial planning, portfolio management, retirement income planning, risk management and banking services. While we are confident and professional, we pride ourselves on being approachable, friendly and down-to-earth. We've been told our genuine rapport rubs off on our clients, and that's how we have built and maintained such lasting relationships.
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
Senior Portfolio Manager
Executive Director
CERTIFIED FINANCIAL PLANNER®
Registered Client Associate
Registered Client Associate
Senior Vice President–Wealth Management
Senior Portfolio Manager
Executive Director
CERTIFIED FINANCIAL PLANNER®
Registered Client Associate
Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
