$7 trn
UBS Group invested assets
As of 12/31/2025
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
At Hammes Wealth Management, we focus on 4 key areas to provide you with a comprehensive and customized financial strategy. By integrating investment planning, income planning, insurance planning, and estate/tax planning, we provide that all aspects of your financial well-being are covered. Let us guide you on your journey to financial security and Peace of Mind.
Investment planning:
We create tailored investment strategies to help you achieve your financial goals through a mix of asset classes that align with your risk tolerance and time horizon.
Income planning:
Our income planning services provide a steady flow of income in both your working years and retirement, maximizing your earnings over your lifetime and preparing for life's transitions.
Insurance planning:
We assess your needs and provide comprehensive insurance solutions, including life, disability, and long term care coverage, to protect you and your loved ones from unexpected events.
Estate/tax planning:
Our expert team helps you preserve wealth through strategic estate and tax planning, minimizing liabilities and ensuring your legacy is passed on according to your wishes.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
