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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
First Vice President–Wealth Management
Financial Advisor
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:
First Vice President–Wealth Management
Financial Advisor
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:
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
