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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
![[PWM] Madrid, Spain](mediahandler/dynamicmedia/512605/_PWM_ Madrid architecture-YC.jpg)
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.
Senior Vice President–Wealth Management
I seek to establish lasting, multi-generational relationships with a select number of wealthy individuals and families who require professional advice and counsel.
Drawing on the global resources of UBS to deliver creative and impactful solutions, I strive to help these families grow and preserve their financial, family and social capital with the attention, sophistication and personalized service of an invetment boutique.
I have acquired a clear understanding of the unique challenges and opportunities that face affluent families, business owners and corporate executives through 30 years in this business. I work closely with my clients to understand their unique financial situation and create customized strategies to help them grow, preserve and transfer their wealth. A customized wealth management solution such as this requires a clear understanding of the client's balance sheet, cash flow, risk exposures and goals; it also requires a solid estate plan, prudent investment management and seamless coordination among all of their trusted advisors, CPAs and estate attorneys.
Our integrated and comprehensive approach to wealth management provides clients with peace of mind and freedom to pursue their passions with confidence that their financial affairs and investments will be managed according to their wishes.
Personal & Community
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
I seek to establish lasting, multi-generational relationships with a select number of wealthy individuals and families who require professional advice and counsel.
Drawing on the global resources of UBS to deliver creative and impactful solutions, I strive to help these families grow and preserve their financial, family and social capital with the attention, sophistication and personalized service of an invetment boutique.
I have acquired a clear understanding of the unique challenges and opportunities that face affluent families, business owners and corporate executives through 30 years in this business. I work closely with my clients to understand their unique financial situation and create customized strategies to help them grow, preserve and transfer their wealth. A customized wealth management solution such as this requires a clear understanding of the client's balance sheet, cash flow, risk exposures and goals; it also requires a solid estate plan, prudent investment management and seamless coordination among all of their trusted advisors, CPAs and estate attorneys.
Our integrated and comprehensive approach to wealth management provides clients with peace of mind and freedom to pursue their passions with confidence that their financial affairs and investments will be managed according to their wishes.
Personal & Community
Education
Credentials
Lets connect
$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
