$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.
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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