$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We know that each client has unique financial priorities and concerns, and we work hard to provide families with wealth management strategies to help them address the complexities of wealth in pursuit of their long-term goals.
Within UBS, our team has access to significant resources and the support of a global organization. Joseph, Steven, and Stefani possess the skills to navigate the resources of UBS. With perspective and experience gained from seeing clients during a variety of market conditions, we can help you prepare for any evolution of your wealth and goals over your lifetime – and for generations to come.
Your financial aspirations are unique to you. That is why we take the time to learn as much as we can about you and your family . By understanding what your wealth means to you and what you hope to accomplish with it, we can help you customize financial strategies to your individual needs.
We provide services to help simplify your financial life. Clients come to us for a variety of needs, including:
We believe that a goals-based approach to risk is fundamental to pursing long-term results. Although every family’s investment strategy is unique to their goals, we have found that many clients share common concerns about managing their wealth and frequently ask about:
Which tax-minimization strategies should I consider to help manage my family’s wealth? Should I be concerned about my current spending? Can I afford to buy a second home, and if so, does another home loan make financial sense even if I don’t need one?
How can I develop gifting strategies for my children or grandchildren without affecting my income needs in retirement?
Will I be financially ready to retire when I want to? How will I need to change my current spending if I’m concerned about outliving my money? Should I put money into my IRA if I also have a company-sponsored retirement benefit plan?
Which financial strategies will help me fund my children’s education at the college of their choice?
Can you help me educate my teenage children about managing money responsibly and the importance of charitable giving?
Our team applies the insights we have gained through over 145 years of collective experience to understand what is most important to clients at the key stages of their financial lives.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Managing Director–Wealth Management
Managing Director–Wealth Management
Managing Director–Wealth Management
Vice President–Wealth Management
Vice President–Wealth Management
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Managing Director–Wealth Management
Managing Director–Wealth Management
Vice President–Wealth Management
Vice President–Wealth Management
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Wealth Strategy Associate
Client Associate
Client Associate
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.
Enabling the transfer of all you hold valuable
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?
Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
$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
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What you need to know now
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