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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Developing a financial plan that aligns the timing and nature of your financial goals is a simple endeavor. However, the challenge is maintaining and adjusting that plan through the volatility of the capital markets while staying mindful of the stages of one's financial life. Over the last 20+ years, my team and I learned to expect the unexpected and now bring that widsom to a wealth management platform that is designed to deliver comprehensive wealth management through all stages of one's financial life.
Making a difference in my community
- Supporter of the Wounded Warrior Project, MS Society, American Heart Association, No Kid Hungry, LBGT Network and the Storm King Art Center
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Developing a financial plan that aligns the timing and nature of your financial goals is a simple endeavor. However, the challenge is maintaining and adjusting that plan through the volatility of the capital markets while staying mindful of the stages of one's financial life. Over the last 20+ years, my team and I learned to expect the unexpected and now bring that widsom to a wealth management platform that is designed to deliver comprehensive wealth management through all stages of one's financial life.
Making a difference in my community
- Supporter of the Wounded Warrior Project, MS Society, American Heart Association, No Kid Hungry, LBGT Network and the Storm King Art Center
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
