Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Gregory Lew

Senior Vice President–Wealth Management

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • MN
  • NC
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA
  • WI
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 990-2742

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Your 401(k)'s lifetime income illustration

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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