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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.
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.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Developing a comprehensive financial plan that aligns the timing and nature of your financial goals is our top priority. Maintaining and adjusting that plan through the volatility of the capital markets and navigating your investments over multi-generations is what differentiates us. With over 25+ years of experience, my team and I deliver a customized financial planning experience utilizing the resources of one of the most powerful financial institutions in the world.
Making a difference in my community
- Supporter of the MS Society, American Heart Association, No Kid Hungry, LBGTQ 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 comprehensive financial plan that aligns the timing and nature of your financial goals is our top priority. Maintaining and adjusting that plan through the volatility of the capital markets and navigating your investments over multi-generations is what differentiates us. With over 25+ years of experience, my team and I deliver a customized financial planning experience utilizing the resources of one of the most powerful financial institutions in the world.
Making a difference in my community
- Supporter of the MS Society, American Heart Association, No Kid Hungry, LBGTQ 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
