450+ P&G
Client relationships
450+ P&G
Client relationships
$3 Billion
Assets under management
Forbes America's Top 100 Wealth Management Teams, 2022
The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year. The advisor paid a fee to display the rating logo in connection with the award.
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 understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
At a time when you’re looking for peace of mind in delegating responsibility to someone you can trust, our team of professionals will be with you every step of the way.
Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Our 36-page guide summarizes some key aspects of the tax laws affecting individuals and families and is organized into three sections:
What strategic choices should Procter & Gamble families be thinking about at different life stages? How can working with an advisor prior to retirement help ensure a smooth transition?
Download our case study timeline of how FTB helped one family along the way.
Global leader
UBS is a world-leading wealth manager
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
Zoom webinar
June 08 2023
12:00 PM-1:00 PM Eastern
